NORMANDY INVESTMENT ADVISORS

12728 State Line Rd.
Leawood, Kansas 66209
Tel: 913-914-1944

About NORMANDY INVESTMENT ADVISORS

NORMANDY INVESTMENT ADVISORS, formally registered with the SEC as NORMANDY INVESTMENT ADVISORS. The firm was established in 09/15/2021. They have over 5 offices throughout the country.

NORMANDY INVESTMENT ADVISORS is a Leawood, Kansas based Financial Planning firm with nearly $129,618,354 assets under management, offering retirement planning & investment advisory services to 288 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316321
SEC#	801-122314
Assets Managed by Firm	$129,618,354
No. of Clients	288
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	288	$129,618,354
Individuals (other than high net worth individuals)	229	$42,389,987
High net worth individuals	49	$77,612,899
Charitable organizations	2	$110,763
Corporations or other businesses	3	$9,504,705

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