Kendall
Nolan
Private Management Group Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Kendall Nolan is a financial advisor operating out of Irvine, California. Nolan currently works for Private Management Group Inc. Throughout their career, they have worked at Saddleback Valley Volleyball Club, University Of Portland Athletics, Crean Lutheran High School, Santa Margarita Catholic High School, Rsm Intermediate, Irvine Valley College, University Of Portland and Private Management Group. Nolan maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California. Private Management Group Inc is a financial advisory business headquartered in Irvine, CA. It manages $4 billion in assets under management among its 6,222 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 31 charities and foundations. Of its 6,222 accounts, 24% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually depend on which service is offered. However, fee types billed by Private Management Group Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Private Management Group Inc Brokerage Details
$3,510,342,406
15
6,222
$564,182
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kendall Nolan Work History
Kendall has been registered as a financial advisor for 0 years.*
Private Management Group
Crean Lutheran High School
University Of Portland Athletics
University Of Portland
Saddleback Valley Volleyball Club
Irvine Valley College
Santa Margarita Catholic High School
Rsm Intermediate
*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 Kendall Nolan 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 Private Management Group Inc
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.