Loretta Nolan Associates, LLC
Loretta Nolan Associates, LLC is an SEC-registered ria in Old Greenwich, CT with $135.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Loretta Nolan Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126468, SEC 801-133789, data through 2026-01-18.
- AUM (assets under management / regulatory AUM)
- $135.8M (2026-01-18)
- Firm type
- Ria
- Location
- Old Greenwich, CT
- Employees
- 1
- Clients
- 56
- CRD
- 126468
- Ownership
- NOLAN, LORETTA, CRANE
How much AUM does Loretta Nolan Associates, LLC have?
Loretta Nolan Associates, LLC reported $135.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-18).
Who owns Loretta Nolan Associates, LLC?
Disclosed owners and executives of Loretta Nolan Associates, LLC include NOLAN, LORETTA, CRANE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.