Norwich Wealth Partners

Norwich Wealth Partners (CRD# 327055) is a financial advisory firm headquartered in Concord Twp, OH. They manage $786,230 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

7316 Gallant Way, Concord Twp, OH 44077

https://www.norwichwealthpartners.com

By the Numbers

Total Assets Under Management

1

MILLION
Total Number of Accounts

3

ACCOUNTS
Average Account Value

$262,077

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MA, OH

Financial Advisors at Norwich Wealth Partners

Showing 1 - 2 of 2 top financial advisors.

Phillip R. Koch

CRD#: 7753815

Boston, MA

Phillip Koch (CRD# 7753815) is an Investment Advisor Representative working at Norwich Wealth Partners in Boston, MA and has 1 year of experience in the finance industry.

Michael A. Milam

CRD#: 7753825

7316 Gallant Way, Concord Twp, OH 44077

Michael Milam (CRD# 7753825) is an Investment Advisor Representative working at Norwich Wealth Partners in Concord Twp, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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