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⚲
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| Darden Wealth Group Inc
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|
|---|---|
| CRD # | 294926 |
| SEC # | 801-120167 |
| CIK # | |
| AUM | $212.5 MM (2023-02-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 734-294-0100 |
| Address | 310 Miller Ave Ann Arbor, MI 48103 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 92.1 |
| (b) Individuals (high net worth individuals) | 48 | 96.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 4.7 |
| (h) Charitable organizations | 2 | 19.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 212.5 |
| By Discretionary | ||
| Discretionary | 247 | 207.8 |
| Non-Discretionary | 6 | 4.7 |
| Total | 253 | 212.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.5 | |
| Total | 253 | 212.5 |
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|---|---|---|
|
Prosperity Financial Group Inc
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|
CA | 0.2 |
|
M3 Advisory Group LLC
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|
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|
Vergepointe Wealth Management LLC
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|
Belleair Asset Management LLC
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|
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The Palmer Knight Company
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FL | 0.2 |
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E Batoff & Co Inc
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|
Griffin Family Partners LLC
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TN | 0.2 |
|
Pachira Investments Inc
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CA | 0.2 |