NORTON CAPITAL MANAGEMENT, INC.

440 Monticello Avenue
Suite 1610
Norfolk, Virginia 23510-2670
Tel: (757) 623-1200

About NORTON CAPITAL MANAGEMENT, INC.

NORTON CAPITAL MANAGEMENT, INC, formally registered with the SEC as NORTON CAPITAL MANAGEMENT, INC. The firm was established in 10/13/2017. They have over 1 offices throughout the country.

NORTON CAPITAL MANAGEMENT, INC. is a Norfolk, Virginia based Financial Planning firm with nearly $124,074,957 assets under management, offering retirement planning & investment advisory services to 288 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110398
SEC#	801-111866
Assets Managed by Firm	$124,074,957
No. of Clients	288
No. of Advisors	2

Fee Structure

A Percentage of AUM
Hourly charges
Other(FLAT FEES)

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	288	$124,074,957
Individuals (other than high net worth individuals)	133	$36,062,957
High net worth individuals	39	$80,517,940
Charitable organizations	5	$7,494,060

Inquire with NORTON CAPITAL MANAGEMENT, INC.

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