NORSEMAN ADVISORY GROUP, INC.

Overview

Norseman Advisory Group, Inc. is an independent, individually owned registered investment adviser focused on serving individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it also provides selection-of-adviser services and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee and other arrangements. Norseman acts as a capital allocator and maintains an industry affiliation with an insurance company. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices