Dana R. Norman

Overview

Dana R. Norman operates as a sole proprietorship focused on fee-based portfolio management for individuals and small businesses. The firm serves a client base of individuals and families and charges a percentage-of-assets-under-management fee. Advisory work centers on discretionary portfolio management; the firm is not registered as a multi-state adviser, is not positioned as a pension consultant, and does not report active ESG investing. An accounting affiliation is noted, which suggests a close link between financial planning or tax-related services and the investment practice.

Assets & Accounts

Public Holdings

Investments & Alternatives