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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-05-1997
- Office Locations
- 1
Office Locations
About Dana R. Norman
Dana R. Norman is a Swansea-based RIA. The firm has been operating for 29 years. Managing $105.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 163 clients, or 81.5 clients per representative. That equates to $649.0K in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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- Services
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Owner & Executives
DANA ROBERT NORMAN
Accountant
- CRD
- #2674346
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LISA GRAHAM
--
- CRD
- #8129710
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,793,176 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,793,176 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Dana R. Norman has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.