NORMANDY INVESTMENT ADVISORS
Total AUM
$273.4M
Employees
5Clients
300Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12728 STATE LINE RD.
LEAWOOD
KS 66209
United States
LEAWOOD
KS 66209
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
913-914-1944
Other Offices
7
Financials
Total AUM
$273.4M
Accounts
729Discretionary
$273.4M
Accounts
729Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
222AUM
$70.8M
HNW Individual Clients
72AUM
$193.9M
Charitable Organization Clients
3AUM
$1.4M
Corporation or Business Clients
3AUM
$7.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLKSLAMNMONCTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.