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Home > Retirement Planners > kansas > leawood > NORMANDY INVESTMENT ADVISORS
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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