THE NORDEN GROUP LLC
Total AUM
$2B
Employees
30Clients
1,531Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5255 N EDGEWOOD DRIVE
SUITE 225
PROVO
UT 84604
United States
SUITE 225
PROVO
UT 84604
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
801-331-5511
Other Offices
4
Financials
Total AUM
$2B
Accounts
4,220Discretionary
$2B
Accounts
4,220Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
976AUM
$273M
HNW Individual Clients
295AUM
$1.5B
Pension/Profit Sharing Plan Clients
81AUM
$26.9M
Charitable Organization Clients
49AUM
$21.7M
Corporation or Business Clients
130AUM
$180.7M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOFLGAHIIDILINMAMIMOMTNCNENHNMNVNYORPATXUTVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.