NORMALTOWN FINANCIAL LLC

Overview

Normaltown Financial LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines fee-based financial planning and discretionary portfolio management for individuals and small businesses with insurance brokerage services. Its stated advisory activities include selecting other advisers, which suggests the firm can act as a capital allocator—placing client assets into third‑party managers, wrap or model programs, or separately managed account (SMA) strategies when appropriate. Normaltown reports a clear tilt toward equities, and it does not identify itself as an active ESG investor. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed fees for planning or consulting engagements. The adviser is not characterized as a multi‑state or newly formed adviser, and it does not list pension consulting or related‑adviser activities.

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Public Holdings

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Location & Offices