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THE NORDEN GROUP LLC

5255 N Edgewood Drive
Suite 225
Provo, Utah 84604
Tel: 801-331-5511

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About THE NORDEN GROUP LLC

THE NORDEN GROUP LLC, formally registered with the SEC as THE NORDEN GROUP LLC. The firm was established in 01/05/2023. They have over 5 offices throughout the country.

THE NORDEN GROUP LLC is a Provo, Utah based Financial Planning firm with nearly $1,739,496,789 assets under management, offering retirement planning & investment advisory services to 3913 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#323988
SEC#801-127137
Assets Managed by Firm$1,739,496,789
No. of Clients3913
No. of Advisors29

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (GENERAL CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total3913$1,739,496,789
Individuals (other than high net worth individuals)1025$272,390,193
High net worth individuals263$1,234,407,989
Pension and profit sharing plans66$28,997,186
Charitable organizations36$19,747,432
Corporations or other businesses173$183,953,989

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