Sarah
Norris
Bbr Partners, LLC
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About this Advisor
Sarah Norris is a financial advisor based in Chicago, Illinois, working with Bbr Partners, LLC. Sarah has previously held positions at Bbr Partners, LLC and J.P. Morgan Securities Inc. Sarah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Sarah is part of Bbr Partners, LLC, which operates out of Chicago, Illinois. The firm has 5 offices and 170 employees. The firm manages assets totaling $28.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Bbr Partners, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bbr Partners, LLC Brokerage Details
$28,082,600,000
170
4,600
$6,104,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Sarah Norris Work History
Bbr Partners, LLC
J.P. Morgan Securities Inc
J.P. Morgan Securities Inc
Disclosures
Please visit the SEC profile of Sarah Norris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bbr Partners, LLC
New York, NY
New York, NY
New York, NY
Berkeley Heights, NJ
Hoboken, NJ
New York, NY
New York, NY
New York, NY
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