Company Information

Get to know The Normandy Group Investment Advisory Firm

Founded in 2010, The Normandy Group, LLC is a registered investment adviser based in Lake Forest, Illinois. The firm operates as a fiduciary, providing independent and objective financial guidance. Their core services include discretionary investment management and comprehensive financial planning, which covers areas such as retirement planning, estate planning, insurance review, and education funding. They emphasize a disciplined, long-term investment philosophy tailored to each client's specific financial goals and risk tolerance.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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The Normandy Group Investment Advisory Firm

United States

Founded in

1994 (32 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.