NORWOOD ECONOMICS, INC.

RIASEC Registered

Total AUM

$96.6M

Discretionary

$96.6M

100% of AUM

Avg account

$671K

Accounts

144

Employees

Advisory reps

Firm details

Headquarters: FISHERS, Indiana
CRD number: 282079
Website: www.norwoodecon.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI60.11%
Individuals34.33%
Pension & Profit Sharing Plans5.56%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Norwood Economics, Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional mandates, charging fees on a percentage-of-assets basis and offering hourly billing for some services. Core advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting and educational outreach through published newsletters and seminars. The firm does not identify as an active ESG investor and is not structured as a capital allocator. It is also not listed as a multi-state adviser in the provided data.