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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Nollenberger McCullough Investment Advisors LLC
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|---|---|
| CRD # | 165451 |
| SEC # | 801-120348 |
| CIK # | |
| AUM | $137.6 M (2025-06-12) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 415-287-5100 |
| Address | 100 Shoreline Highway Mill Valley, CA 94941 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 78 | 102.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.1 |
| (h) Charitable organizations | 5 | 26.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 87 | 137.6 |
| By Discretionary | ||
| Discretionary | 87 | 137.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 87 | 137.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.6 | |
| Total | 87 | 137.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Masterpiece Capital LLC
✚
|
TX | 0.1 |
|
Lake Avenue Financial LLC
✚
|
CA | 0.1 |
|
CLIO Asset Management LLC
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VA | 0.1 |
|
Greenway Financial LLC
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|
MI | 0.1 |
|
Grand Strategy Capital LLC
✚
|
VA | 0.1 |
|
Sophis Investments LLC
✚
|
NY | 0.1 |
|
Golden Wealth Management LLC
✚
|
PA | 0.1 |
|
Defined Financial Planning LLC
✚
|
CA | 0.1 |
|
Georgia Wealth Partners LLC
✚
|
GA | 0.1 |
|
Risk Management Group LLC
✚
|
MD | 0.1 |