A
$146.0M Total AUM
$124.0M Disc. AUM
-- 3Y CAGR
3 Employees
12 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2025
- Office Locations
- 1
Office Locations
-- Palo Alto CA
About Arden Global Family Offices
Arden Global Family Offices is a Palo Alto-based RIA. The firm has been operating for 1 years. Managing $146.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and UBS.
Team overview
-- AVG AGE
$73.0M AVG AUM / ADVISOR
$12.2M AVG AUM / CLIENT
1.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Flora Dong
Chief Compliance Officer, Managing Member
- CRD
- #3232763
- Ownership
- 75% or more
Available
Available
Available
P
PATRICK JOSEPH BURNS
General Counsel
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,951,782 | $3,117,348 |
| Non-Discretionary | $22,073,833 | $4,184,201 |
| Total | $146,025,615 | $3,148,726 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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