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Building 2NORTON CAPITAL MANAGEMENT, INC.

Map pinHENRICO, VA
Phone(757) 623-1200
NotebookSEC #801-111866
Total AUM
$136.6M
Employees
6
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 NORTH RIDGE ROAD
SUITE 100
HENRICO
VA 23229
United States
Operating Hours
9:00-4:30 M-TH AND 9:00-4:00 FRIDAY
Monday - Friday
Phone
(757) 623-1200

ReceiptFinancials

Total AUM
$136.6M
Accounts
264
Discretionary
$123.7M
Accounts
239
Non-Discretionary
$12.9M
Accounts
25

ContactClients

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Individual Clients
82
AUM
$29M
HNW Individual Clients
36
AUM
$98.6M
Charitable Organization Clients
5
AUM
$9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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