Nollenberger Mccullough Investment Advisors LLC
About this Advisor
Bruce Nollenberger is a financial advisor who works in Mill Valley, California, with a total of 11 years in the industry. Nollenberger is an employee of Nollenberger Mccullough Investment Advisors LLC. Their career trajectory has included roles at Thinkequity LLC, Nollenberger Investment Management LLC and Western International Securities, Inc. Nollenberger has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Nollenberger Mccullough Investment Advisors LLC is an advisory business that has its headquarters in Mill Valley, California. It administers $135 million in assets among its 72 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 72 customer accounts, 82% belong to high-net-worth investors who have more than $1 million in assets. Nollenberger Mccullough Investment Advisors LLC provides a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically depend on which services the firm provides the client. However, fees charged by Nollenberger Mccullough Investment Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Nollenberger Mccullough Investment Advisors LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Bruce Nollenberger Work History
Bruce has 11 years of experience.
Nollenberger Investment Management LLC
Western International Securities, Inc
Bruce Nollenberger has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Nollenberger Mccullough Investment Advisors LLC
Mill Valley, CA
Mill Valley, CA
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