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Noroian Steven A & Associates Inc (Lafayette)


Noroian Steven A & Associates Inc is a large advisory firm based in Lafayette. It manages $38.8 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Texas, and Utah.

Logo

Noroian Steven A & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Noroian Steven A & Associates: assets under management

The assets under management (AUM) of Noroian Steven A & Associates Inc is $38.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Noroian Steven A & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lafayette

The principal office where Noroian Steven A & Associates Inc performs its advisory services is located at 3685 Mt. Diablo Blvd., Lafayette, CA 94549, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-299-2000 or by fax 925-299-2002. The normal business hours are 7am - 4pm on Monday - Friday. You can find more information about the New York firm at info@noroian.com.


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