N
CRD: 287668
Norberg Capital Management, LLC
Irvine, CA
9496978075
$11.1M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-09-2017
- Office Locations
- 1
Office Locations
-- Irvine CA
About Norberg Capital Management, LLC
Norberg Capital Management, LLC is a Irvine-based RIA. The firm has been operating for 9 years. Managing $11.1M in total assets under management, with 1 advisory representatives. They custody assets with RBC. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
68 AVG AGE
$11.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Investment Vehicles
Element
Services
Optima Quantum Alpha
Owner & Executives
P
PHILIP HIRST MILNER JR
Managing Member
- CRD
- #4329088
- Ownership
- 75% or more
(580) 978-9069
pathway.value@crestcapital.com
in linkedin.com/in/catalyst-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,523,163 | -- |
| Non-Discretionary | $5,589,212 | -- |
| Total | $11,112,375 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,112,375
Equity - Exchange:
9.9% U.S. Government/Agency:
28.1% Cash:
30.6% Municipal Bonds:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $163,238,387 | 9.9% |
| U.S. Government/Agency | $463,333,198 | 28.1% |
| Cash | $504,555,013 | 30.6% |
| Municipal Bonds | $517,745,994 | 31.4% |
| Total | $1,648,872,592 | 100.0% |