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NORWOOD ECONOMICS, INC.

CRD 282079

Visit website

14074 TRADE CENTER DR., SUITE 212, FISHERS, IN, 46038, United States

Phone

317-559-2333

Fax

317-401-8171

Registration

— (—)

Source

State registered

Total AUM

$96.6M

Discretionary AUM

$96.6M

Team

4 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals115$33.2M
High net worth individuals28$58.1M
Pension/profit sharing plans1$5.4M

All web addresses on file

Official SEC filing: View on IAPD