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DANA R. NORMAN
NORMAN, DANA R
CRD 129377
452 WILBUR AVENUE, SWANSEA, MA, 02777, United States
Phone
508-676-8561
Fax
508-676-1096
Registration
— (—)
Source
State registered
Total AUM
$105.8M
Discretionary AUM
$105.8M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-02-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $45.1M |
| High net worth individuals | 26 | $59.5M |
Official SEC filing: View on IAPD