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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2023
- Office Locations
- 1
Office Locations
About Noon Investment Management LLC
Noon Investment Management is a fiduciary investment adviser providing wealth management and financial planning for individual investors, plus institutional investment management and consulting. Portfolios are built from a client-specific investment policy statement with strategic asset allocation, defined tactical ranges, ongoing monitoring, and rebalancing. Led by George Noon; custody reported with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE JAMES NOON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Investment Advisor
- CRD
- #4940701
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,214,586 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,214,586 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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