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 $195,637,746 assets under management, offering retirement planning & investment advisory services to 747 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129422
SEC#	801-112958
Assets Managed by Firm	$195,637,746
No. of Clients	747
No. of Advisors	6

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	747	$195,637,746
Individuals (other than high net worth individuals)	397	$61,933,871
High net worth individuals	61	$131,751,495
Charitable organizations	1	$1,319
Corporations or other businesses	7	$1,951,061

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PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
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