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
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts3ACCOUNTS
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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
1
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.
2
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.
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