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Home > Retirement Planners > virginia > norfolk > NORTON CAPITAL MANAGEMENT, INC.
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 $132,931,862 assets under management, offering retirement planning & investment advisory services to 294 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110398 |
| SEC# | 801-111866 |
| Assets Managed by Firm | $132,931,862 |
| No. of Clients | 294 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (FLAT FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 294 | $132,931,862 |
| Individuals (other than high net worth individuals) | 113 | $37,250,977 |
| High net worth individuals | 37 | $87,178,785 |
| Charitable organizations | 5 | $8,487,008 |
| Corporations or other businesses | Fewer than 5 clients | $15,092 |
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