DANA R. NORMAN

Overview

Dana R. Norman operates as a sole-proprietorship wealth advisory that focuses on fee-based portfolio management for individuals and small businesses. The practice runs on a discretionary model and shows a clear preference for public equities as the primary return engine. Portfolios are managed with a bias toward exchange-traded securities, and the firm appears to deploy separate managed account structures for core equity exposure while supplementing portfolios with fixed-income and pooled product holdings. The business model targets individual and family clients and uses a percentage-of-assets fee structure. Investment decisions are handled directly by the adviser under discretionary authority, which allows for active rebalancing and position-level decisions inside client accounts. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices