Nollenberger Mccullough Investment Advisors LLC

Nollenberger Mccullough Investment Advisors LLC (CRD# 165451) is a financial advisory firm headquartered in Mill Valley, CA. They manage $120,487,080 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 Shoreline Highway, Building B, Suite 380, Mill Valley, CA 94941
http://www.nollmac.com
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $1,401,013
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Nollenberger Mccullough Investment Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bruce Nollenberger, financial advisor Mill Valley CA
Bruce W. Nollenberger
CRD#: 823846
100 Shoreline Highway, Building B, Suite 380, Mill Valley, CA 94941

Bruce Nollenberger (CRD# 823846) is an Investment Advisor Representative working at Nollenberger Mccullough Investment Advisors LLC in Mill Valley, CA and has over 43 years of experience in the finance industry.

2
Leon Wiatrak, financial advisor Mill Valley CA
Leon A. Wiatrak
CRD#: 1664444
100 Shoreline Highway, Building B, Suite 380, Mill Valley, CA 94941

Leon Wiatrak (CRD# 1664444) is an Investment Advisor Representative working at Nollenberger Mccullough Investment Advisors LLC in Mill Valley, CA and has over 31 years of experience in the finance industry.

3
Peter Perez, financial advisor Mill Valley CA
Peter T. Perez
CRD#: 4320916
100 Shoreline Highway, Building B, Suite 380, Mill Valley, CA 94941

Peter Perez (CRD# 4320916) is an Investment Advisor Representative working at Nollenberger Mccullough Investment Advisors LLC in Mill Valley, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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