Norma Financial LLC

Overview

Norma Financial LLC is a small, individually owned registered investment adviser that focuses on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm’s stated investment preference is equity-centric: exchange-traded equities make up the bulk of invested assets and the strategy appears to lean toward liquid, publicly traded instruments rather than private or complex alternatives. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees, which supports a mix of ongoing advisory relationships and one-off planning engagements. Norma Financial LLC is not an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices