DARDEN WEALTH GROUP
Firm details
- Headquarters
- ANN ARBOR, Michigan
- CRD number
- 294926
- Registered since
- January 15, 2021
- Website
- dardenwealth.com
- 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
FINTRXOverview
Darden Wealth Group is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and client education through seminars and workshops. Fee arrangements are flexible and include a percentage-of-AUM schedule alongside hourly and fixed-fee options. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
Owners & executives
2 of 2Andrea Russo
Chief Operating OfficerCRD 4608837
ANDREA DARDEN
President and CEOCRD 4395802
Contacts
3 of 3MARK MINDER
Vice President, Wealth AdvisorCRD 2748581
DAVID MCNEELY
Portfolio ManagerCRD 4852840
HYLAN MOISES
Senior Financial AdvisorCRD 4855954
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$65.1M in ETFs
81%
$52.4M
18%
$12.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $4M | 78,065 | 6.11% |
Location
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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