Unclaimed
Norman Kramer is an investment advisor representative with Norman Kramer Investments, Inc. in Westport, Connecticut. Norman has been working in the financial services industry since 1975. Norman Kramer Investments, Inc. manages a total of $39,100,921 in regulatory assets under management. The firm serves a total of 96 clients, including 12 high-net-worth individuals and 28 individuals other than high-net-worth individuals. Norman Kramer Investments, Inc. provides portfolio management for individuals. The firm's compensation arrangements include percentage of assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CT
02/09/2021 - Present
Norman Kramer Investments, Inc. (WESTPORT CT)
IA
Issued 06/09/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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