NOBLE ADVISORY GROUP LLC
Firm details
- Headquarters
- WACO, Texas
- CRD number
- 282307
- Fee structure
- Hourly Charges, Other
- Client types
- HNWI70%
- Individuals30%
- Services
- Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Noble Advisory Group LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm focuses on serving individual and family clients, providing a range of financial planning services, pension consulting, and educational seminars. Noble Advisory Group LLC also engages in insurance brokerage activities. The firm does not actively pursue environmental, social, and governance (ESG) investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities30%
- Non-Exchange Traded Equities30%
- US Government Bonds10%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
Owners & executives
1 of 1LANCE LIPOUFSKI
Founder & CEOCRD 2467915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WACO, TX
MCLENNAN
Location
WACO, TX
Headquartered in WACO, TX, in the South of the United States.
- Region
- South
- County
- MCLENNAN
- Address
- 6801 Sanger Ave
- Time zone
- CT (UTC-6)
- Office locations
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