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THE NORDEN GROUP LLC
CRD 323988 · SEC 801-127137
5255 N EDGEWOOD DRIVE, SUITE 225, PROVO, UT, 84604, United States
Phone
801-331-5511
Fax
801-983-5710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.97B
Discretionary AUM
$1.97B
Team
30 total employees; 20 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 976 | $273.0M |
| High net worth individuals | 295 | $1.47B |
| Pension/profit sharing plans | 81 | $26.9M |
| Charitable organizations | 49 | $21.7M |
| Corporations/business entities | 130 | $180.7M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, MA, MI, MT, NE, NV, NM, NY, NC, OR, PA, UT, VA, WY, MO, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD