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Nachman Norwood & Parrott

Company Profile
Nachman Norwood & Parrott is an investment advisor in Greenville with $2.02 bn assets under management.

Company profile

Website
www.youtube.com/channel/ucihprvl2m8slmg0tnp7aoka
Employees
Incorporated
South Carolina
Location
South Carolina
Fiscal year end
Dec 31
SEC CIK
0001754950
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
Office hours
Monday - Friday, 8:30AM - 5:00PM
Phone
8644679800
Brochures
  • Nachman Norwood & Parrott Brochure (11 Mar 21)
  • Nachman Norwood & Parrott Wrap Program Brochure (11 Mar 21)

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
View all
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
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