The Norden Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Provo, UT. Its latest Form ADV filing, dated February 2, 2026, reports $2.0B in regulatory assets under management, 30 employees, 4 offices, and 4,220 accounts.
Assets Under Management
$2.0B
Employees
30
Offices
4 offices
Total Clients
1,531
Primary office
PROVO, UT
5255 N EDGEWOOD DRIVE, SUITE 225, PROVO, UT, United States
Top client segmentIndividuals represent 63.7% of total clients.
Top client categories% of clientsClients
1
Individuals
63.7%
976
2
HNWI
19.3%
295
3
Corporations
8.5%
130
4
Pension Plans
5.3%
81
5
Charitable
3.2%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of February 2, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts4,220
10Y AUM Change+$2.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee51:1
10Y Employee Change+15 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.