A complete list of active advisors currently associated with Noor Financial Services
Warmer can help you find a great advisor at Noor Financial Services or one who fits your needs even better.
The firm provides financial planning and investment management services to individuals and high-net-worth individuals through ongoing and project-based engagements, and it also offers educational seminars and speaking engagements. It operates as a fee-only independent adviser and may refer clients to third‑party professionals without receiving compensation from those referrals. The firm’s investment work emphasizes portfolio construction and asset allocation using a mix of passive and active funds, informed by fundamental and technical analysis within a modern portfolio theory framework. Investment management is delivered on a non‑discretionary basis—clients retain approval over trades—and is integrated with the financial planning relationship rather than positioned as a standalone discretionary offering. What is distinctive about the firm is that nearly all reported assets are managed on a non‑discretionary basis and the firm uses fixed, project, or hourly planning fees instead of the more common percentage‑of‑AUM billing model. The adviser is a recently established, small‑asset practice that uses institutional custodial platforms (Schwab and Altruist), does not aggregate or block trades, and relies on custodian statements for account reporting rather than providing separate firm‑generated performance reports.
To learn more about the advisors currently working at Noor Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tujunga, CA
| 7
|
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