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NORMANDY INVESTMENT ADVISORS

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

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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 StatusApproved
Firm CRD#316321
SEC#801-122314
Assets Managed by Firm$129,618,354
No. of Clients288
No. of Advisors5

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 ClientsAUM
Firm Total288$129,618,354
Individuals (other than high net worth individuals)229$42,389,987
High net worth individuals49$77,612,899
Charitable organizations2$110,763
Corporations or other businesses3$9,504,705

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