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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-06-2025
- Office Locations
- 1
Office Locations
About Noor Financial Services
Noor Financial Services is an independent, fee-only firm led by CFP® professional Patrick Yaghoobians, focused on young professionals and first-generation wealth builders. It provides holistic financial planning (budgeting through retirement), personalized investment management, and ongoing partnership-style guidance. Clients work directly with the advisor; portfolios are tailored to goals and risk tolerance and custodied via Altruist.
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Owner & Executives
PATRICK A YAGHOOBIANS
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6827253
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $90,012 | -- |
| Total | $90,012 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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