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Shon Patrick Norris

ALTAMONT CAPITAL MANAGEMENT, LLC.·ASHEVILLE, North Carolina
Unclaimed Profile
100 COXE AVENUE, ASHEVILLE, NC 28801CRD# 5865516Firm CRD# 118979
01

About

Shon Patrick Norris is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with ALTAMONT CAPITAL MANAGEMENT, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALTAMONT CAPITAL MANAGEMENT, LLC.
ALTAMONT CAPITAL MANAGEMENT
AUM
$272M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ALTAMONT CAPITAL MANAGEMENT, LLC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5865516
Firm CRD# 118979
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in ASHEVILLE
Jeffrey Alan Gould — ALTAMONT CAPITAL MANAGEMENT, LLC.Albert Sullivan Davis — DAVIS FINANCIAL PLANNING, LLCFrederick Franklin Kramer — DIXON HUGHES GOODMAN WEALTH ADVISORS LLCStanley Howland Cocke — BOYS, ARNOLD & COMPANY, INC.Tracy Boyer Clark — PARSEC FINANCIAL MANAGEMENT INC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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