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NORRIS FINANCIAL GROUP, LLC
CRD 129422 · SEC 801-112958
605 N. MAIN STREET, GREENVILLE, SC, 29601, United States
Phone
864-235-6408
Fax
864-235-1186
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$353.0M
Discretionary AUM
$352.7M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 284 | $74.1M |
| High net worth individuals | 78 | $252.3M |
| Pension/profit sharing plans | 35 | $19.4M |
| Corporations/business entities | 6 | $6.6M |
States served
CO, GA, LA, NC, OH, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD