Bruce
Nollenberger
Nollenberger Mccullough Investment Advisors LLC
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About this Advisor
Bruce Nollenberger is a financial advisor based in Mill Valley, California who has 11 years of industry experience. Nollenberger works at Nollenberger Mccullough Investment Advisors LLC. Over the course of their career, Nollenberger has held roles at 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 can serve investors in California. Nollenberger Mccullough Investment Advisors LLC is a registered investment company operating out of Mill Valley, CA. It has $120 million in total assets among its 84 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 84 customer accounts, 87% are held by high-net-worth investors who have more than $1 million in investable assets. Nollenberger Mccullough Investment Advisors LLC performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely vary depending on which service is offered. Fees billed by Nollenberger Mccullough Investment Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nollenberger Mccullough Investment Advisors LLC Brokerage Details
$119,869,602
5
84
$1,427,019
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Bruce Nollenberger Work History
Bruce has been registered as a financial advisor for 11 years.*
Nollenberger Investment Management LLC
Western International Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bruce Nollenberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nollenberger Mccullough Investment Advisors LLC
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
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