Thomas R. Noonan, Inc.

RIASEC Registered
Total AUM
$22M
Discretionary
$0
0% of AUM
Avg account
$1.6M
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
142143
Custodians
SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM
Client types
  • HNWI99.55%
  • Individuals0.45%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Thomas R. Noonan, Inc. is a small, privately owned advisory corporation that serves individual and family clients. The firm charges fees as a percentage of assets under management and reports portfolio management for individuals and small businesses among its advisory activities; it also lists pension consulting services on its filings while not being designated as a pension consultant. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not a capital allocator.

Assets & Accounts

Investments & Alternatives

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: Private Funds 100%100%
  • Private Funds100%

Contacts

1 of 1
  • Thomas Noonan

    Thomas Noonan

    Owner, PresidentCRD 348957

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth