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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-1997
- Office Locations
- 1
Office Locations
About Loretta Nolan Associates, LLC
Loretta Nolan Associates LLC is a fee-only advisory firm in Old Greenwich, CT providing comprehensive financial planning and investment management, including executive compensation/employee benefits advice and investment consulting. The firm offers “survivor planning” for clients facing divorce, widowhood, or job loss, and coordinates with clients’ existing advisors without selling products or taking commissions. Public filings list Charles Schwab as custodian and show ETF and municipal bond exposure.
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Owner & Executives
LORETTA CRANE NOLAN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1127878
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,668,027 | $333,503 |
| Non-Discretionary | $133,142,407 | $1,128,325 |
| Total | $135,810,434 | $1,077,861 |
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Separately Managed Accounts
Total SMA Asset: $135,810,434
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $573,326,259 | 7.1% |
| Equity - Exchange | $1,485,803,262 | 18.4% |
| Municipal Bonds | $1,905,704,183 | 23.6% |
| Public Funds | $1,687,678,705 | 20.9% |
| U.S. Government/Agency | $637,926,400 | 7.9% |
| Corporate - Investment Grade | $1,784,578,917 | 22.1% |
| Total | $8,075,017,726 | 100.0% |