LORETTA NOLAN ASSOCIATES, LLC
CRD #126468 SEC #801-133789 OLD GREENWICH, CT 203.637.1402
SEC Registered
Total AUM
$121.6M
Discretionary
$2.6M
Employees
1
Clients
51
Accounts
127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $121.6M | $2.6M | $119M | 1 | 9 |
| May 2025 | $121.6M | $2.6M | $119M | 1 | 9 |
| May 2025 | $121.6M | $2.6M | $119M | 1 | 9 |
| May 2012 | $60.4M | $0 | $60.4M | 1 | 26 |
| Mar 2012 | $60.4M | $0 | $60.4M | 1 | 26 |
| Mar 2012 | $60.4M | $0 | $60.4M | 1 | 26 |
| Apr 2011 | $54M | $0 | $54M | 5 | -- |
| Jan 2008 | $46.2M | $0 | $46.2M | 5 | -- |
DateJun 2025
Total AUM$121.6M
Discretionary$2.6M
Non-Disc.$119M
Employees1
Clients9
DateMay 2025
Total AUM$121.6M
Discretionary$2.6M
Non-Disc.$119M
Employees1
Clients9
DateMay 2025
Total AUM$121.6M
Discretionary$2.6M
Non-Disc.$119M
Employees1
Clients9
DateMay 2012
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees1
Clients26
DateMar 2012
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees1
Clients26
DateMar 2012
Total AUM$60.4M
Discretionary$0
Non-Disc.$60.4M
Employees1
Clients26
DateApr 2011
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees5
Clients--
DateJan 2008
Total AUM$46.2M
Discretionary$0
Non-Disc.$46.2M
Employees5
Clients--