Noble Investors LLC

RIAState Registered
Total AUM
$6.8M
Discretionary
$6.8M
100% of AUM
Avg account
$524K
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
Fredericksburg, Texas
CRD number
325722
Custodians
ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Noble Investors LLC is an independent, Texas-registered limited liability company that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm is individually owned and runs a percentage-of-AUM fee model. Its stated advisory focus is discretionary portfolio management; it is not described as an ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 26%, Cash & Cash Equivalents 5%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds26%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fredericksburg, TX

Gillespie

Location

Fredericksburg, TX

Headquartered in Fredericksburg, TX, anchoring the Kerrville-Fredericksburg, TX metro in the South.

Metro area
Kerrville-Fredericksburg, TX
Region
South
County
Gillespie
Address
403 W Live Oak St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth