Asset & Retirement Management
Asset & Retirement Management (CRD# 136569) is a financial advisory firm headquartered in Newhall, CA. They manage $8,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$72,727
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Dale Norton (CRD# 1069797) is an Investment Advisor Representative working at Asset & Retirement Management in Newhall, CA and has over 34 years of experience in the finance industry. Dale Norton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.