Asset & Retirement Management

Asset & Retirement Management (CRD# 136569) is a financial advisory firm headquartered in Newhall, CA. They manage $9,500,550 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $107,961
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Asset & Retirement Management
Showing 1 - 1 of 1 top financial advisors.
1
Dale F. Norton
CRD#: 1069797
23542 Lyons Ave, #204, Newhall, CA 91321

Dale Norton (CRD# 1069797) is an Investment Advisor Representative working at Asset & Retirement Management in Newhall, CA and has over 40 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.