NORRIS FINANCIAL GROUP, LLC - Financial Advisor in South Carolina, Greenville

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

About NORRIS FINANCIAL GROUP, LLC

NORRIS FINANCIAL GROUP, LLC is a Greenville, South Carolina based financial advisory firm with nearly $195,637,746 in assets under management and provides investment advisory services for 747 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

129422

Firm SEC#:

801-112958

Assets Under Management:

$195,637,746

No. of Clients:

747

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$2,014,684,499

THE FIDUCIARY ALLIANCE

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$1,227,969,964

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171260

801-79660

1380

$465,312,217

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141625

801-68762

$394,467,825

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153023

801-118794

1212

$372,701,379

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