$60.5M Total AUM
$50.5M Disc. AUM
-- 3Y CAGR
4 Employees
180 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Horizon
- Established Date
- 07-06-2007
- Office Locations
- 1
Office Locations
11818 Rock Landing Drive Suite 103 Newport News VA
About Norseman Advisory Group, Inc.
Norseman Advisory Group, Inc. is a Newport News, VA-based advisory firm serving retail clients with financial planning and investment management, including tax, estate, insurance, and legacy planning. The firm emphasizes asset allocation and risk management and commonly uses mutual funds and annuity solutions across fixed income and real estate exposures. New prospects can start with a 15-minute intro call.
Team overview
-- AVG AGE
$30.2M AVG AUM / ADVISOR
$336.0K AVG AUM / CLIENT
4.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
See the complete signal summary connected to wave.
Upgrade to reveal position-level detail across vital ridge.
Unlock to compare peer behavior around crest ridge.
Unlock to compare peer behavior around value ember.
Unlock to see real insight on meridian atlas.
Request access to benchmark trends tied to focus.
Upgrade to reveal position-level detail across matrix focus.
Premium access reveals conviction themes in focus summit peak.
Asset Classes
Fusion frontier Unison
Custodian
Pioneer Optima oak
Investment Themes
Pathway unison Insight Ridge signal
Investment Vehicles
Catalyst
Platform
Harbor
Services
Quantum Legacy Timber oak Quantum unison Quantum optima Crest Ridge
Technology
Horizon fusion
Owner & Executives
P
Paige Fraasch
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6872572
- Ownership
- Less than 5%
(660) 883-6929
bridge.north@catalystcapital.com
in linkedin.com/in/unison-peak
Showing 1 of 1 owners & executives
Unlock allContacts
N
NICHOLAS ALEXANDER WELLBROCK
--
- CRD
- #7341168
(316) 874-1755
summit.catalyst@beaconcapital.com
in linkedin.com/in/crest-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,541,430 | -- |
| Non-Discretionary | $9,941,468 | -- |
| Total | $60,482,898 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $60,482,898
Equity - Exchange:
16.3% Cash:
34.7% Corporate - Investment Grade:
23.8% Public Funds:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,235,873,587 | 16.3% |
| Cash | $2,630,970,152 | 34.7% |
| Corporate - Investment Grade | $1,804,527,078 | 23.8% |
| Public Funds | $1,910,675,730 | 25.2% |
| Total | $7,582,046,547 | 100.0% |