NORRIS FINANCIAL GROUP, LLC
CRD #129422 SEC #801-112958 GREENVILLE, SC 864-235-6408
SEC Registered
Total AUM
$251.6M
Discretionary
$251.6M
Employees
6
Clients
0
Accounts
879
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $251.6M | $251.6M | $0 | 6 | 5 |
| Apr 2024 | $195.6M | $195.6M | $0 | 6 | 5 |
| Mar 2024 | $195.6M | $195.6M | $0 | 6 | 5 |
| Nov 2023 | $165.1M | $165.1M | $0 | 4 | 1 |
| Jul 2023 | $165.1M | $165.1M | $0 | 4 | 1 |
| Mar 2023 | $165.1M | $165.1M | $0 | 4 | 1 |
| Mar 2022 | $189.5M | $189.5M | $0 | 4 | 0 |
| Mar 2021 | $161.9M | $161.9M | $0 | 4 | 3 |
| Jun 2020 | $138.1M | $138.1M | $0 | 5 | 2 |
| May 2020 | $138.1M | $138.1M | $0 | 5 | 2 |
| Mar 2020 | $138.1M | $138.1M | $0 | 5 | 2 |
| Mar 2019 | $117.5M | $117.5M | $0 | 5 | 4 |
| Jan 2019 | $121.6M | $121.6M | $0 | 5 | 12 |
| Apr 2018 | $121.6M | $121.6M | $0 | 5 | 12 |
| Apr 2018 | $121.6M | $121.6M | $0 | 5 | 12 |
| Mar 2018 | $121.6M | $121.6M | $0 | 5 | 12 |
| Jul 2012 | $52.5M | $52.5M | $0 | 1 | 120 |
| Mar 2012 | $54.5M | $54.5M | $0 | 1 | 120 |
| Dec 2010 | $52.8M | $52.8M | $0 | 5 | -- |
| Apr 2009 | $47.7M | $47.7M | $0 | 5 | -- |
| Mar 2008 | $53M | $53M | $0 | 5 | -- |
| May 2007 | $46.8M | $46.8M | $0 | 5 | -- |
| Mar 2007 | $46.8M | $46.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees6
Clients5
DateApr 2024
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees6
Clients5
DateMar 2024
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees6
Clients5
DateNov 2023
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees4
Clients1
DateJul 2023
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$161.9M
Discretionary$161.9M
Non-Disc.$0
Employees4
Clients3
DateJun 2020
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees5
Clients2
DateMay 2020
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees5
Clients2
DateMar 2020
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees5
Clients2
DateMar 2019
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees5
Clients4
DateJan 2019
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees5
Clients12
DateApr 2018
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees5
Clients12
DateApr 2018
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees5
Clients12
DateMar 2018
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees5
Clients12
DateJul 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees1
Clients120
DateMar 2012
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees1
Clients120
DateDec 2010
Total AUM$52.8M
Discretionary$52.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$46.8M
Discretionary$46.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$46.8M
Discretionary$46.8M
Non-Disc.$0
Employees5
Clients--