Unclaimed Profile

Shon Patrick Norris

ALTAMONT CAPITAL MANAGEMENT, LLC.·ASHEVILLE, North Carolina

Clean record2 years registeredALTAMONT CAPITAL MANAGEMENT, LLC.

100 COXE AVENUE, ASHEVILLE, NC 28801CRD# 5865516Firm CRD# 118979

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shon Patrick Norris · ASHEVILLE, NC

Registration

CRD #5865516 · ALTAMONT CAPITAL MANAGEMENT, LLC. · 2 years registered

Brand Profile

Not yet started

Career History

ALTAMONT CAPITAL MANAGEMENT

Jan 2024 – present

Registrations & Exams

Registration record

First registered · January 9, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTAMONT CAPITAL MANAGEMENT, LLC.

CRD 118979 · SEC 801-107614

AUM

$272M

Regulatory assets under management

Employees

360 client accounts

Services offered by ALTAMONT CAPITAL MANAGEMENT, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTAMONT CAPITAL MANAGEMENT, LLC. →

Introduction

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Frequently Asked Questions

What services does Shon Patrick Norris offer?

Shon Patrick Norris specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Shon Patrick Norris's credentials?

Shon Patrick Norris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shon Patrick Norris located?

Shon Patrick Norris is based in ASHEVILLE, North Carolina, working with ALTAMONT CAPITAL MANAGEMENT, LLC.. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Shon Patrick Norris charge for services?

Shon Patrick Norris's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTAMONT CAPITAL MANAGEMENT, LLC.?

ALTAMONT CAPITAL MANAGEMENT, LLC. has approximately 2 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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