D
$105.8M Total AUM
$105.8M Disc. AUM
-- 3Y CAGR
2 Employees
163 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-05-1997
- Office Locations
- 1
Office Locations
452 Wilbur Avenue Swansea MA
About Dana R. Norman
Dana R. Norman is a Swansea-based RIA. The firm has been operating for 28 years. Managing $105.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$52.9M AVG AUM / ADVISOR
$649.0K AVG AUM / CLIENT
14.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANA ROBERT NORMAN
Accountant
- CRD
- #2674346
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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L
LISA GRAHAM
--
- CRD
- #8129710
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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