Shon Patrick Norris
Investment adviser representative at Altamont Capital Management
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$412.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Altamont Capital Management, LLCNov 2010 to now
- Gould Killian Cpa Group, PaJun 2000 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Altamont Capital Management
Legal name: Altamont Capital Management, LLC.
$412.3MAssets managed
163Clients
2Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5865516
- Firm CRD
- 118979