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Loretta Nolan Associates, LLC

● SEC registered since 2025CRD 126468SEC# 801-133789Old Greenwich, CT
Export (members)
Reg. AUM
$121.6M
Employees
1
Accounts
127
Location
Old Greenwich, CT

Loretta Nolan Associates, LLC assets under management

Loretta Nolan Associates, LLC is an SEC-registered investment adviser based in Old Greenwich, CT. The firm has been registered since 2025. It reports $121.6 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/loretta-nolan-8a804b1bView on SEC.gov ↗

Loretta Nolan Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Loretta Crane Nolan ControlManaging Member/Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Loretta Nolan Associates, LLC manage?

Loretta Nolan Associates, LLC reports $121.6 million in regulatory assets under management on its Form ADV.

How many employees does Loretta Nolan Associates, LLC have?

Loretta Nolan Associates, LLC reports 1 employees.

Where is Loretta Nolan Associates, LLC located?

Loretta Nolan Associates, LLC is based in Old Greenwich, CT and has been SEC-registered since 2025.

Does Loretta Nolan Associates, LLC disclose fund performance?

Loretta Nolan Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13 Arcadia Road, Suite 10, Old Greenwich, CT 06870
Phone203.637.1402
Fax203.637.1472
Office hours9:00 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.6M
Non-discretionary$119M
Total (RAUM)$121.6M