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THE NORDEN GROUP LLC
CRD 323988File 801-127137
APPROVED
Retail clients
Custody
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.97B
Top 25% of cohort (national)
Discretionary AUM
$1.97B
Clients
1,531
4,220 accounts
Employees
30
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 5, 2023
- Principal office
- 5255 N EDGEWOOD DRIVE, SUITE 225, PROVO, UT, 84604
- Phone
- 801-331-5511
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.97B
- Discretionary AUM
- $1.97B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,220
- Non-discretionary accounts
- 0
- Total accounts
- 4,220
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 130 | $180.7M |
| Charitable organizations | 49 | $21.7M |
| High net worth individuals | 295 | $1.47B |
| Pension and profit sharing plans | 81 | $26.9M |
| Individuals (other than high net worth individuals) | 976 | $273.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.