Bruce
Nollenberger

Nollenberger Mccullough Investment Advisors LLC

CRD#823846
Investment Advisor
in Mill Valley, CA

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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

Series 63, Series 65

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

100 Shoreline Highway Building B, Suite 380
Mill Valley, CA 94941

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Nollenberger Mccullough Investment Advisors LLC Brokerage Details

Total Assets Under Management

$134,653,878

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

72

CA Average: 3,727
Average Account Size

$1,870,193

CA Average: $2,033,427

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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.

2012 - Present (11 years)

Nollenberger Investment Management LLC

2012 - 2018 (6 years)

Western International Securities, Inc

2011 - 2012 (1 year)

Thinkequity LLC

Disclosures

Bruce Nollenberger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Nollenberger Mccullough Investment Advisors LLC

Bruce Nollenberger
Mill Valley, CA
Leon Wiatrak
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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