Norden Group LLC
The Norden Group LLC is a registered investment adviser headquartered in Provo, Utah, founded in 2014. The firm provides independent financial advisory and investment management services, operating with a team of nearly 29 financial advisors and serving approximately 3,913 clients. With over $1.7 billion in assets under management, the firm focuses on transparency, customized public and private portfolio allocations, and a client-aligned, independent approach. The firm primarily serves individuals, families, and institutional clients, emphasizing collaboration and comprehensive financial planning.
Investment Strategy
The Norden Group provides holistic financial planning and portfolio management services, offering both discretionary and non-discretionary investment management tailored to client needs. Their approach includes active account monitoring, customized asset allocation, and advice across a broad range of investment vehicles, such as equities, fixed income, mutual funds, ETFs, private placements, real estate, and alternatives. Their strategy centers on transparency, client alignment, direct access to institutional solutions, and personalized services without being beholden to banks, brokerages, or insurance companies. The firm utilizes a 'direct-to-institution' approach to maximize cost efficiency and maintain full disclosure for clients, focusing on long-term wealth creation and downside risk management.
Top Holdings
Equity Positions (571)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PAAA | PGIM ETF TR | 6.10% | $60.0M | 1,165,845 | $51.27 | $51.50 | -$6.0M |
N NVDA | NVIDIA CORPORATION | 4.23% | $41.6M | 222,986 | $109.74 | $186.58 | +$15.8M |
M MSFT | MICROSOFT CORP | 3.65% | $35.9M | 69,275 | $386.70 | $517.95 | +$5.8M |
A AAPL | APPLE INC | 3.28% | $32.3M | 126,676 | $210.75 | $254.63 | +$10.0M |
A AMZN | AMAZON COM INC | 2.17% | $21.4M | 97,276 | $154.12 | $219.57 | +$759.5K |