Noon Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,214,586
Total clients
1
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$1,214,586
About
Noon Investment Management provides investment advisory and financial planning services to high‑net‑worth individuals, trusts, estates, businesses, registered investment advisers, and institutional clients, including participant‑directed retirement plans. The firm also offers advisory management consulting to other RIAs on a fixed‑fee basis and provides both discretionary and non‑discretionary plan advisory services.
The firm emphasizes a primarily long‑term, fundamental investment approach supplemented by technical analysis when appropriate, constructing portfolios using mutual funds, ETFs, equities, fixed income and selected alternative vehicles while sometimes retaining legacy positions for tax or portfolio fit. For institutional and ERISA plan clients the firm documents objectives in Investment Policy Statements, can serve as a 3(38) discretionary manager or a non‑discretionary advisor, and maintains limited custody only via fee‑deduction authority and standing letters of authorization.
Compared with many independent RIAs, Noon is notable for actively serving institutional clients and for providing consulting and sub‑advisory support to other advisory firms—services that are statistically uncommon for firms in this category. The firm reports modest regulatory assets under management concentrated in a single discretionary account and its principal combines decades of portfolio management experience with compliance responsibilities, a structure the firm says is addressed through succession planning.
Client services
Financial planning
Portfolio management
Sub-advisory services
Expertise
Wealth management
Active portfolio management
Fee options
Consulting Services may be charged as a flat rate per project or assignment; also a $5,000 retainer is required.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Consulting Services fees range between $300 to $500 per hour.
Account minimum: No minimum relationship size or minimum dollar amount in advisory fees to be received annually
Main office location
Noon Investment Management LLC
Phoenix MD, United States
Number of offices
2
Most active in
Noon Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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