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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-1994
- Office Locations
- 1
Office Locations
About Thomas R. Noonan, Inc.
THOMAS R. NOONAN, INC. is a Florida-based investment advisor providing financial planning, portfolio construction and asset management for retail investors. Founder Thomas Richard Noonan is a 56-year industry veteran and nationally recognized speaker, delivering tailored market-history and outlook presentations for groups such as the IFEBP. Investment themes include asset allocation, mutual funds and annuities; custody includes SEI.
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Owner & Executives
THOMAS RICHARD NOONAN
Chief Compliance Officer, President, Principal
- CRD
- #348957
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,000,000 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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