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DARDEN WEALTH GROUP
DARDEN WEALTH GROUP, INC
CRD 294926 · SEC 801-120167
415 DETROIT ST., STE 100, ANN ARBOR, MI, 48104, United States
Phone
734-294-0100
Fax
1-734-219-4013
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$379.6M
Discretionary AUM
$348.6M
Team
5 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $75.9M |
| High net worth individuals | 100 | $269.3M |
| Charitable organizations | 3 | $28.9M |
| Corporations/business entities | 6 | $5.4M |
States served
AZ, CA, DC, GA, IL, MI, NY, OH, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD