RIA IntelAdvisersIndianaNORWOOD ECONOMICS, INC.

NORWOOD ECONOMICS, INC.

Advisory

FISHERS, IN

Data as of Jun 1, 2026 · Source: SEC Form ADV

Rank in IN
#212
of 270 advisers by AUM
Average account
$671K
across 144 accounts
AUM per adviser
$48M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM
$97M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$97M
Discretionary AUM$97M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients144
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InGA, IN, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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