RIA Intel›Advisers›Massachusetts›NORMAN, DANA R

NORMAN, DANA R

Advisory

SWANSEA, MA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in MA

#976

of 1,590 advisers by AUM

Average account

$271K

across 391 accounts

AUM per adviser

$53M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$106M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$106M

Discretionary AUM$106M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients163

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

163 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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