Nachman Norwood & Parrott is an investment advisor in Greenville with $2.02 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260280019
SEC advisor number
801-112837
FINRA CRD number
293199
AUM ?
$2.02 bn
(as of 28 Jun 21)
Accounts
2,979
(as of 28 Jun 21)
Employees
17
(8 investment advisory or research)
Address
Nachman Norwood & Parrott
1116 SOUTH MAIN ST
GREENVILLE
SC 29601
1116 SOUTH MAIN ST
GREENVILLE
SC 29601
Office hours
Monday - Friday, 8:30AM - 5:00PM
Phone
8644679800
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Davis, Gary, Curtis | Partner and Vice President | 11/2018 | 10-25% |
Nachman, Alan, Robert | Partner and President | 11/2018 | 10-25% |
Norwood, Benjamin, King | Partner and Secretary | 11/2018 | 10-25% |
Sheppard, Angela | Chief Compliance Officer | 01/2019 | < 5% |
Cannon, James, Alvin | Partner | 11/2018 | 5-10% |
Miller, Russell, B | Partner and Treasurer | 11/2018 | 10-25% |
Boyce, Wesley, Mattox | Partner | 11/2018 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21
13F-HR
Quarterly holdings report by institutional manager
14 Oct 20
13F-HR
Quarterly holdings report by institutional manager
16 Jul 20
13F-HR
Quarterly holdings report by institutional manager
16 Apr 20
13F-HR
Quarterly holdings report by institutional manager
8 Jan 20
13F-HR
Quarterly holdings report by institutional manager
9 Oct 19
13F-HR
Quarterly holdings report by institutional manager
11 Jul 19
13F-HR
Quarterly holdings report by institutional manager
11 Apr 19