N
CRD: 113977
Norton-Barkley Asset Management
Denver, CO
3035644111
$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2001
- Office Locations
- 1
Office Locations
-- Denver CO
About Norton-Barkley Asset Management
Norton-Barkley Asset Management is a Denver-based RIA. The firm has been operating for 25 years. Managing $14.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$14.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
25.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Radial alpha
Client Personas
Capital vital
Investment Themes
Summit unison North
Investment Vehicles
Beacon
Services
Element vertex Foundation prime Eagle Capital prime Pathway zenith
Owner & Executives
B
BRIAN NORTON MINTURN
Owner
- CRD
- #1977422
- Ownership
- 75% or more
(778) 208-9447
eagle.catalyst@signalcapital.com
in linkedin.com/in/radial-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,324,228 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,324,228 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,324,228
Equity - Exchange:
36.6% Equity - OTC:
28.2% Cash:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,754,469,165 | 36.6% |
| Equity - OTC | $2,122,295,914 | 28.2% |
| Cash | $2,649,106,957 | 35.2% |
| Total | $7,525,872,036 | 100.0% |