T
$2.0B Total AUM
$2.0B Disc. AUM
-- 3Y CAGR
30 Employees
1,531 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-05-2023
- Office Locations
- 10
Office Locations
125 S Main ST Centerville UT
216 W St. George Boulevard Suite 101 ST George UT
216 West St. George Boulevard Suite 101 S St. George UT
About THE Norden Group LLC
THE Norden Group LLC is a Provo-based RIA with 10 offices. The firm has been operating for 3 years. Managing $2.0B in total assets under management, with 20 advisory representatives. They custody assets with Charles Schwab & Company and Trade-PMR.
Team overview
38 AVG AGE
$98.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.9 yrs AVG TENURE
30 Employees
20 Advisory Reps
21 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SETH LARSON MERRILL
Partner
- CRD
- #5893913
- Ownership
- 50% but less than 75%
Available
Available
Available
GAREN TANNER WINN
Partner
- CRD
- #4800055
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 5 owners & executives
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Alec Bruce Abbott
Financial Advisor
- CRD
- #1414999
Available
Available
Available
K
KYLEE MARIE ADAMSON
Wealth Advisor
- CRD
- #7259915
Available
Available
Available
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,967,944,101 | $466,337 |
| Non-Discretionary | $0 | -- |
| Total | $1,967,944,101 | $466,337 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Equity - OTC:
Available Cash:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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