Stephen
Norris

Mcgowan Group Asset Management, Inc

CRD#5204058
Investment Advisor
in Dallas, TX

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About this Advisor

Stephen Norris is a financial advisor based in Dallas, Texas, working with Mcgowan Group Asset Management, Inc. Stephen has previously held a position at Apex Clearing Corporation. Stephen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Stephen is part of Mcgowan Group Asset Management, Inc, which operates out of Dallas, Texas. The firm has 10 employees and manages assets totaling $837.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Mcgowan Group Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

300 Crescent Court #1776
Dallas, TX 75201

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Mcgowan Group Asset Management, Inc Brokerage Details

Total Assets Under Management

$837,519,195

TX Average: $3,042,739,679
Total Number of Employees

10

TX Average: 49
Total Number of Accounts

2,001

TX Average: 2,315
Average Account Size

$418,550

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Stephen Norris Work History

2012 - Present (13 years)

Apex Clearing Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephen 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 Mcgowan Group Asset Management, Inc

Harrison Smith
Dallas, TX
Ismael Sanchez
Dallas, TX
Preston Lane
Dallas, TX
Stephen Norris
Dallas, TX
Vanessa Avila
Dallas, TX
Alexander Tollen
Dallas, TX
Spencer Mcgowan
Dallas, TX
Joyce Cheng
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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