PPrivate Fund Data Log in Join · $37/mo

Nollenberger McCullough Investment Advisors LLC

CRD 165451SEC# 801-120348Mill Valley, CA
Export (members)
No longer SEC-registered. Nollenberger McCullough Investment Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$137.6M
Employees
5
Accounts
87
Location
Mill Valley, CA

Nollenberger McCullough Investment Advisors LLC assets under management

Nollenberger McCullough Investment Advisors LLC is a registered investment adviser overseen by the SEC based in Mill Valley, CA. It reports $137.6 million in regulatory assets under management and employs 5 people.

Nollenberger McCullough Investment Advisors LLC owners & executives

11 reported
NameTitleOwnershipSince
Andrew Elliot FlemingMemberUnder 5%2012
Barton Jeffrey NollenbergerMemberUnder 5%2020
Bruce Weston Nollenberger ControlManaging Member50-75%2020
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Nollenberger McCullough Investment Advisors LLC manage?

Nollenberger McCullough Investment Advisors LLC reports $137.6 million in regulatory assets under management on its Form ADV.

How many employees does Nollenberger McCullough Investment Advisors LLC have?

Nollenberger McCullough Investment Advisors LLC reports 5 employees.

Where is Nollenberger McCullough Investment Advisors LLC located?

Nollenberger McCullough Investment Advisors LLC is based in Mill Valley, CA.

Does Nollenberger McCullough Investment Advisors LLC disclose fund performance?

Nollenberger McCullough Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Shoreline Highway, Building B, Suite 380, Mill Valley, CA 94941
Office hours7:00 a.m. To 4:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$137.6M
Non-discretionary$0
Total (RAUM)$137.6M