Nofal Insurance And Wealth

Overview

Nofal Insurance And Wealth is organized as a limited liability company that provides financial planning and portfolio management tailored to individuals and small businesses. The firm lists insurance company affiliation, indicating its advisory practice is closely tied to insurance products or distribution. Its reported billing methods are a percentage-of-assets-under-management fee and hourly charges, which points to a mix of ongoing advisory relationships and project-based planning work. The dataset does not list an SEC registration year and classifies the firm as unclassified. It is not identified as a capital allocator, multi-state adviser, pension consultant, related adviser, or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices