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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NOLAN, LORETTA, CRANE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NOLAN, LORETTA, CRANE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NOLAN, LORETTA, CRANE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NOLAN, LORETTA, CRANE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NOLAN, LORETTA, CRANE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NOLAN, LORETTA, CRANE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NOLAN, LORETTA, CRANE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NOLAN, LORETTA, CRANE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 6, 2025 REGISTERED
Notice Filings (3)
CT NJ NY
Address
13 ARCADIA ROADSUITE 10
OLD GREENWICH, CT 06870
United States
Phone: 203.637.1402