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Norris Michael John (Denver)


Norris Michael John is a large advisory firm based in Denver. It manages $45.02 million of regulatory assets for 312 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Louisiana, and Texas.

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Norris Michael John provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Norris Michael John: assets under management

The assets under management (AUM) of Norris Michael John is $45.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $144.29 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Norris Michael John for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Norris Michael John performs its advisory services is located at 1777 South Harrison Street, Denver, CO 80210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-759-4414 or by fax 303-753-6496. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at norrisadvisoryservices.com.


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