Thomas R. Noonan, Inc.

RIAState 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 an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services as listed on its filing, though the firm is not flagged as a pension consultant in the snapshot metadata. Thomas R. Noonan, Inc. does not identify as an active ESG investor and does not operate as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth