Darden Wealth Group

RIASEC Registered
Total AUM
$380M
Discretionary
$349M
92% of AUM
Avg account
$330K
Accounts
1,151
Employees
5
Advisory reps
5

Firm details

Headquarters
Ann Arbor, Michigan
CRD number
294926
Registered since
January 15, 2021
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI70.95%
  • Individuals20.01%
  • Charitable Organizations7.61%
  • Corporations / Businesses1.43%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Darden Wealth Group is an independent, owner-operated registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional mandates. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Pricing is a mix of asset-based fees, hourly charges and fixed fees. Darden is not identified as an active ESG investor and does not position itself as a capital allocator to proprietary alternative strategies; instead it uses third-party managers for alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Public Funds/Mutual Funds 38%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 5%, US Government Bonds 4%43%
  • Exchange Traded Equities43%
  • Public Funds/Mutual Funds38%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds5%
  • US Government Bonds4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$67.9M in ETFs

Passive

80%

$54.2M

Active

19%

$13.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES FLOATING RATE BOND ETF (FLOT)BlackRockPassiveUltrashort Bond$4.2M82,1616.18%

Location

Primary office

Ann Arbor, MI

Washtenaw

Location

Ann Arbor, MI

Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Washtenaw
Address
415 Detroit St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth