605 N. Main Street
Greenville, South Carolina 29601
Tel: 864-235-6408
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
Explore More Retirement Advisors in Greenville, South Carolina