N
CRD: 164830
Noble Financial Advisors LLC
Noblesville, IN
8774834655
$4.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2012
- Office Locations
- 1
Office Locations
-- Noblesville IN
About Noble Financial Advisors LLC
Noble Financial Advisors LLC is a Noblesville-based RIA. The firm has been operating for 13 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$360.7K AVG AUM / CLIENT
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Vital
Investment Themes
Oak
Investment Vehicles
Vertex meridian
Services
Pioneer Ridge delta Bridge vector Delta timber
Owner & Executives
J
JAMES JOSEPH CASTAGNA
Advisor, Chief Compliance Officer, Managing Member, Owner
- CRD
- #2105156
- Ownership
- 75% or more
(496) 858-2186
glacier.north@atlascapital.com
in linkedin.com/in/element-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,967,188 | -- |
| Total | $3,967,188 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,967,188
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,454,315,104 | 100.0% |
| Total | $8,454,315,104 | 100.0% |