THE NORDEN GROUP LLC

RIASEC RegisteredEst. 2023

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$466K

Accounts

4,220

Employees

Advisory reps

Firm details

Headquarters: PROVO, Utah
CRD number: 323988
Registered since: January 5, 2023
Website: www.thenordengroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI74.48%
Individuals13.87%
Corporations / Businesses9.18%
Pension & Profit Sharing Plans1.37%
Charitable Organizations1.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Norden Group LLC is an independent registered investment adviser that positions itself as a hybrid wealth manager serving both individual and family clients as well as institutional clients. Registered with the SEC in 2023 and organized as an LLC with individual ownership, the firm combines portfolio management with financial planning and educational programming. Service lines include comprehensive planning, discretionary portfolio management for individuals, small businesses and institutions, and client-facing workshops and seminars. Investment activity shows a clear bias toward exchange-traded equities — the firm lists equities as its preferred asset class and uses ETFs heavily — while maintaining a role as an active ESG investor. Fee arrangements are a mix of percentage-of-AUM and fixed fees, and The Norden Group allocates to third-party alternative managers rather than acting as a direct capital allocator. The firm was recognized by Citywire in 2024 in its "50 Growers Across America" list.