Overview
Assets Under Management: $196 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 61
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.75
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 747
Discretionary Accounts: 747
Regulatory Filings
CRD Number: 129422
Last Filing Date: 2024-04-22 00:00:00
Website: https://norrisfinancialgroup.com