Noon Investment Management LLC

RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$1.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
327870
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Noon Investment Management LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its fee model mixes a percentage-of-assets under management and hourly charges, which suggests flexibility for clients with varying needs and a willingness to engage on both ongoing advisory relationships and project-based planning work. Investment activity centers on publicly traded pooled vehicles—primarily mutual funds—supplemented by access to third-party alternative managers. The adviser is not positioned as a capital allocator; instead it uses external fund managers for alternative exposures. Noon Investment Management LLC is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 8%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities8%

Contacts

1 of 1
  • George Noon

    George Noon

    OwnerCRD 4940701

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth