Nollenberger Mccullough Investment Advisors LLC
Nollenberger Mccullough Investment Advisors LLC is an SEC-registered ria in Newport Beach, CA with $81.8M assets under management (AUM, regulatory AUM), -41% over one year. See who owns Nollenberger Mccullough Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165451, SEC 801-120348, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $81.8M (2026-03-26)
- Firm type
- Ria
- Location
- Newport Beach, CA
- Employees
- 5
- Clients
- 67
- CRD
- 165451
- Ownership
- NOLLENBERGER, BRUCE, WESTON; Hill, Rustin; Susnow, Lawrence, Irving; Nollenberger, Barton, Jeffrey; Susnow, Rita
How much AUM does Nollenberger Mccullough Investment Advisors LLC have?
Nollenberger Mccullough Investment Advisors LLC reported $81.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Nollenberger Mccullough Investment Advisors LLC?
Disclosed owners and executives of Nollenberger Mccullough Investment Advisors LLC include NOLLENBERGER, BRUCE, WESTON, Hill, Rustin, Susnow, Lawrence, Irving, Nollenberger, Barton, Jeffrey, Susnow, Rita. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.