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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 $104,207,716 assets under management, offering retirement planning & investment advisory services to 464 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 | $104,207,716 |
| No. of Clients | 464 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 464 | $104,207,716 |
| Individuals (other than high net worth individuals) | 230 | $35,036,472 |
| High net worth individuals | 34 | $57,732,380 |
| Pension and profit sharing plans | 3 | $2,642,552 |
| Charitable organizations | 2 | $103,367 |
| Corporations or other businesses | 2 | $8,692,945 |
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