This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Frontier meridianUnison harbor
- Established Date
- 11-30-2015
- Office Locations
- 1
Office Locations
About Norwood Economics, Inc.
Norwood Economics provides retirement plan consulting and wealth management, specializing in 401(k) plan design, sponsor support, fee transparency, and participant education, plus cash balance plan consulting for high-income business owners and key employees. The firm delivers hands-on active portfolio management and holistic planning (retirement, estate, insurance). Investment strategy is led by a former fund manager and portfolios are primarily implemented with ETFs.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER ROYCE NORWOOD
Chief Investment Officer, President
- CRD
- #2422919
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
John Nelson Duncan
--
- CRD
- #7194062
Anthony Steven Flack
Director Finance and Accounting
- CRD
- #6957325
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,625,223 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,625,223 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $96,625,223
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,142,684,486 | 48.3% |
| Cash | $4,434,302,028 | 51.7% |
| Total | $8,576,986,514 | 100.0% |