Advisor at Norman Kramer Investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Norman Kramer Investments, Inc.
Location
Westport, CT 06880
Credentials
Series 65
Industry experience
20 years
Norman Kramer is the principal of Norman Kramer Investments, Inc. in Westport, CT, holding a Series 65 designation with 20 years of industry experience. He has led his own firm since 2001 and previously worked at Gilshire Corp. for over four decades. Norman Kramer Investments, Inc. is an independent registered investment adviser that provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm constructs portfolios using a range of securities and trading strategies tailored to client objectives and risk tolerance, focusing on a relatively small client base with concentrated assets under management.
Based on Norman Kramer Investments, Inc.
1% annually
Account minimum: $200,000
37 Franklin Street
Westport, CT 06880
Connecticut · New York
NORMAN KRAMER INVESTMENTS, INC. (fka KRAMER INVESTMENTS, INC.)
2001 - Present (25 years)
Gilshire Corp.
1975 - 2018 (43 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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