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Norris Financial Group, LLC

● SEC registered since 2018CRD 129422SEC# 801-112958Greenville, SC
Export (members)
Reg. AUM
$251.6M
Employees
6
Accounts
879
Location
Greenville, SC

Norris Financial Group, LLC assets under management

Norris Financial Group, LLC operates as an SEC-registered investment adviser based in Greenville, SC. The firm has been registered since 2018. It reports $251.6 million in regulatory assets under management and employs 6 people.
www.norrisfinancialgroup.comView on SEC.gov ↗

Norris Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Terry L. Norris Financial Services, Corp. ControlMemberOver 75%1999
Terry Lynn Norris ControlChief Compliance OfficerUnder 5%2007
Terry Lynn Norris ControlPresidentOver 75%1997

Frequently asked questions

How much does Norris Financial Group, LLC manage?

Norris Financial Group, LLC reports $251.6 million in regulatory assets under management on its Form ADV.

How many employees does Norris Financial Group, LLC have?

Norris Financial Group, LLC reports 6 employees.

Where is Norris Financial Group, LLC located?

Norris Financial Group, LLC is based in Greenville, SC and has been SEC-registered since 2018.

Does Norris Financial Group, LLC disclose fund performance?

Norris Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address605 N. Main Street, Greenville, SC 29601
Phone864-235-6408
Fax864-235-1186
Office hours8:30 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$251.6M
Non-discretionary$0
Total (RAUM)$251.6M