DANA R. NORMAN

DANA R. NORMAN of SWANSEA, MA is an SEC-registered investment adviser (CRD 129377). Regulatory assets under management: $105.8M.

Registration

• CRD: 129377
• Type: Registered investment adviser
• Location: 452 WILBUR AVENUE, SWANSEA, MA, 02777
• Phone: 508-676-8561
• Latest filing: 2026-02-04
• Regulatory AUM: $105.8M
• Discretionary AUM: $105.8M
• Clients: 2
• Accounts: 391

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129377 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search