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NORRIS FINANCIAL GROUP, LLC

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

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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 StatusApproved
Firm CRD#129422
SEC#801-112958
Assets Managed by Firm$195,637,746
No. of Clients747
No. of Advisors6

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 Total747$195,637,746
Individuals (other than high net worth individuals)397$61,933,871
High net worth individuals61$131,751,495
Charitable organizations1$1,319
Corporations or other businesses7$1,951,061

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APOLLON WEALTH MANAGEMENT, LLC
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Columbia, SC, 29201
$3,417,068,97042020

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