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Norton Capital Management, Inc.
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Overview Share
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Norfolk, Virginia
$112.2 million AUM
1 office

Norton Capital Management, Inc. is based in Norfolk, Virginia and has $112.2 million in assets under management.

Location
440 Monticello Avenue
Suite 1610
Norfolk, VA 23510
$112.2 million
AUM
2
Employees
AUM Share
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$112,220,103
Assets under management
292 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 264 $53,487,174 48% $202,603
High net worth individuals 25 $52,973,720 47% $2,118,949
Charitable organizations Fewer than 5 clients $5,759,209
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$112,220,103
Assets under management
$56,110,052
AUM per employee
$56,110,052
AUM per investment analyst
About Share
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Compensation

Norton Capital Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Flat fees
Services offered

Norton Capital Management, Inc. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 110,398
SEC number 801-111866
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date September 30, 2019

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