Normandy Investment Advisors
Normandy Investment Advisors (CRD# 316321) is a financial advisory firm headquartered in Leawood, KS. They manage $129,618,354 in 288 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management130MILLION
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Total Number of Accounts288ACCOUNTS
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Average Account Value$450,064
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, KS, MO, NC, TX
Brent Caswell (CRD# 5753289) is an Investment Advisor Representative working at Normandy Investment Advisors in Leawood, KS and has over 14 years of experience in the finance industry.
Jason Montgomery (CRD# 6798462) is an Investment Advisor Representative working at Normandy Investment Advisors in Blue Springs, MO and has over 7 years of experience in the finance industry.
Jeffrey Tudas (CRD# 4249199) is an Investment Advisor Representative working at Normandy Investment Advisors in Leawood, KS and has over 23 years of experience in the finance industry.
Tracy Ford (CRD# 7267517) is an Investment Advisor Representative working at Normandy Investment Advisors in Leawood, KS and has over 2 years of experience in the finance industry.
Ryan Tudas (CRD# 5771909) is an Investment Advisor Representative working at Normandy Investment Advisors in Leawood, KS and has 1 year of experience in the finance industry.