NORRIS FINANCIAL GROUP, LLC

605 N. Main Street
Greenville, South Carolina 29601
Tel: 864-235-6408

About NORRIS FINANCIAL GROUP, LLC

NORRIS FINANCIAL GROUP, LLC, formally registered with the SEC as NORRIS FINANCIAL GROUP, LLC. The firm was established in 04/25/2018. They have over 1 offices throughout the country.

NORRIS FINANCIAL GROUP, LLC is a Greenville, South Carolina based Financial Planning firm with nearly $165,116,697 assets under management, offering retirement planning & investment advisory services to 720 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129422
SEC#	801-112958
Assets Managed by Firm	$165,116,697
No. of Clients	720
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	720	$165,116,697
Individuals (other than high net worth individuals)	304	$57,176,770
High net worth individuals	48	$103,980,128
Charitable organizations	2	$240,721
Corporations or other businesses	5	$3,719,078

Inquire with NORRIS FINANCIAL GROUP, LLC

More Retirement Planning firms in Greenville, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$368,018,536,946	1688501	31366
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$26,631,669,631	59	368
PERMANENS CAPITAL L.P. 18 N. Adgers Wharf Charleston, SC, 29401	$4,193,707,521	47	16
FORTIGENT, LLC 1055 Lpl Way Fort Mill, SC, 29715	$3,451,348,607	922	10
APOLLON WEALTH MANAGEMENT, LLC 835 Coleman Blvd, Suite 102 Mount Pleasant, SC, 29464	$3,362,897,429	11192	117

Explore More Retirement Advisors in Greenville, South Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.