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Building 2THE NORDEN GROUP LLC

Map pinPROVO, UT
Phone801-331-5511
NotebookSEC #801-127137
Total AUM
$2B
Employees
30
Clients
1,531

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5255 N EDGEWOOD DRIVE
SUITE 225
PROVO
UT 84604
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
801-331-5511
Other Offices
4

ReceiptFinancials

Total AUM
$2B
Accounts
4,220
Discretionary
$2B
Accounts
4,220
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
976
AUM
$273M
HNW Individual Clients
295
AUM
$1.5B
Pension/Profit Sharing Plan Clients
81
AUM
$26.9M
Charitable Organization Clients
49
AUM
$21.7M
Corporation or Business Clients
130
AUM
$180.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAHIIDILINMAMIMOMTNCNENHNMNVNYORPATXUTVAWA

HandshakeAffiliates

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

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