THE NORDEN GROUP LLC

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

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 Status	Approved
Firm CRD#	323988
SEC#	801-127137
Assets Managed by Firm	$1,739,496,789
No. of Clients	3913
No. of Advisors	29

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 Clients	AUM
Firm Total	3913	$1,739,496,789
Individuals (other than high net worth individuals)	1025	$272,390,193
High net worth individuals	263	$1,234,407,989
Pension and profit sharing plans	66	$28,997,186
Charitable organizations	36	$19,747,432
Corporations or other businesses	173	$183,953,989

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