Overview
Assets Under Management: $273 million
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 72
Average Client Assets: $2.7 million
Frequently Asked Questions
NORMANDY INVESTMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316321), NORMANDY INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
NORMANDY INVESTMENT ADVISORS is headquartered in LEAWOOD, KS.
NORMANDY INVESTMENT ADVISORS serves 72 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, NORMANDY INVESTMENT ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NORMANDY INVESTMENT ADVISORS manages $273 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, NORMANDY INVESTMENT ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.92%
Average Client Assets: $2.7 million
Total Client Accounts: 729
Discretionary Accounts: 729
Regulatory Filings
CRD Number: 316321
Filing ID: 2086513
Last Filing Date: 2026-03-31 13:17:45