You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Norden Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 571 equity positions with a total 13F market value of $984M. The fund increased holdings in Nvidia Corporation, Apple Inc., Shopify Inc. among other positions. Norden Group LLC reduced exposure to Capital GRP Fixed Incm Etf T, Ishares TR, Invesco Exchange Traded FD T among others.
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 |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Provo, UT , United States | |
 | Partner | Provo, UT , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more