Noto Financial Planning

Noto Financial Planning (CRD# 168653) is a financial advisory firm headquartered in Dallas, TX. They manage $17,973,049 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
17330 Preston Rd., Suite 200d, Dallas, TX 75252
http://www.linkedin.com/in/anthonynotonfp/
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $460,847
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Noto Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Noto, financial advisor Dallas TX
Anthony A. Noto
CRD#: 4058357
17330 Preston Rd., Suite 200d, Dallas, TX 75252

Anthony Noto (CRD# 4058357) is an Investment Advisor Representative working at Noto Financial Planning in Dallas, TX and has over 24 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals