Overview
Assets Under Management: $196 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 61
Average Client Assets: $3 million
Frequently Asked Questions
NORRIS FINANCIAL GROUP, LLC 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 #129422), NORRIS FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
NORRIS FINANCIAL GROUP, LLC is headquartered in GREENVILLE, SC.
NORRIS FINANCIAL GROUP, LLC serves 61 high-net-worth clients according to their SEC filing dated April 22, 2024. View client details ↓
According to their SEC Form ADV, NORRIS FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NORRIS FINANCIAL GROUP, LLC manages $196 million in client assets according to their SEC filing dated April 22, 2024.
According to their SEC Form ADV, NORRIS FINANCIAL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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