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NORSEMAN ADVISORY GROUP, INC.
CRD 143691
11818 ROCK LANDING DRIVE, SUITE 103, NEWPORT NEWS, VA, 23606, United States
Phone
757-223-1559
Fax
757-223-5935
Registration
— (—)
Source
State registered
Total AUM
$60.5M
Discretionary AUM
$50.5M
Team
4 total employees; 2 advisory reps; 38 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsTHIRD PARTY MONEY MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $39.2M |
| High net worth individuals | 13 | $21.3M |
All web addresses on file
Official SEC filing: View on IAPD