Noble Financial Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 164830
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Noble Financial Advisors LLC is a small, independent registered investment adviser focused on serving individual and family clients, as well as small business portfolios. The firm charges fees based on a percentage of assets under management and offers financial planning and portfolio management services. Filing detail shows a clear tilt toward equity exposure: the firm’s investment activity centers on exchange-traded equities and equity-preferring strategies, with portfolios managed on a non-discretionary basis. Noble Financial Advisors does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
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 Equities100%
Contacts
1 of 1James Castagna
OwnerCRD 2105156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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