Noorvest LLC
Firm details
- Headquarters
- ,
- CRD number
- 325403
- Website
- www.noorvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Other
- Client types
- Individuals47.09%
- HNWI32.13%
- Corporations / Businesses20.79%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Noorvest LLC is an independent registered investment adviser operating as a limited liability company. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that also provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee structure includes fixed fees and other fee arrangements. Noorvest does not identify as an active ESG investor and is not listed as a multi-state adviser, though it maintains offices in more than one state.
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 Equities95%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Tarif Homsi
Vice PresidentCRD 6356029
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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