Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > south carolina > greenville > NORRIS FINANCIAL GROUP, LLC
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 |
More Retirement Planning firms in Greenville, South Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Greenville, South Carolina