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Building 2DARDEN WEALTH GROUP

Map pinANN ARBOR, MI
Phone734-294-0100
NotebookSEC #801-120167
Total AUM
$379.6M
Employees
5
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
415 DETROIT ST.
STE 100
ANN ARBOR
MI 48104
United States
Operating Hours
9-5
Monday - Friday
Phone
734-294-0100

ReceiptFinancials

Total AUM
$379.6M
Accounts
1,151
Discretionary
$348.6M
Accounts
1,059
Non-Discretionary
$31M
Accounts
92

ContactClients

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Individual Clients
164
AUM
$75.9M
HNW Individual Clients
100
AUM
$269.3M
Charitable Organization Clients
3
AUM
$28.9M
Corporation or Business Clients
6
AUM
$5.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCFLGAILMINHNYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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