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Building 2NORMANDY INVESTMENT ADVISORS

Map pinLEAWOOD, KS
Phone913-914-1944
NotebookSEC #801-122314
Total AUM
$273.4M
Employees
5
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12728 STATE LINE RD.
LEAWOOD
KS 66209
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
913-914-1944
Other Offices
7

ReceiptFinancials

Total AUM
$273.4M
Accounts
729
Discretionary
$273.4M
Accounts
729
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
222
AUM
$70.8M
HNW Individual Clients
72
AUM
$193.9M
Charitable Organization Clients
3
AUM
$1.4M
Corporation or Business Clients
3
AUM
$7.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKSLAMNMONCTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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