|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Darden Wealth Group Inc
✚
|
|
|---|---|
| CRD # | 294926 |
| SEC # | 801-120167 |
| CIK # | 0002011221 |
| AUM | $302.1 M (2025-02-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 734-294-0100 |
| Address | 415 Detroit St Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 29.6 | ||
| Microsoft Corp | 8.8 | ||
| Amazon Com Inc | 7.4 | ||
| Apple Inc | 7.3 | ||
| Alphabet Inc | 6.3 | ||
| Broadcom Inc | 5.3 | ||
| CrowdStrike Holdings Inc | 3.6 | ||
| Eaton Corp Ltd | 3.1 | ||
| Vector Acquisition Corp | 2.9 | ||
| Alphabet Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 63.6 |
| (b) Individuals (high net worth individuals) | 84 | 207.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 4 | 9.5 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.7 |
| (h) Charitable organizations | 3 | 14.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,124 | 302.1 |
| By Discretionary | ||
| Discretionary | 1,112 | 292.8 |
| Non-Discretionary | 12 | 9.3 |
| Total | 1,124 | 302.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.1 | |
| Total | 1,124 | 302.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011221] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.3 |
|
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
|
May Barnhard Investments LLC
✚
|
MD | 0.3 |
|
TSA Wealth Management LLC
✚
|
TX | 0.3 |
|
Navigate Financial LLC
✚
|
UT | 0.3 |
|
Wealth Advisors Northwest LLC
✚
|
OR | 0.3 |
|
Oneamerica Securities Inc
✚
|
IN | 0.3 |
|
Cloud Investments LLC
✚
|
AL | 0.3 |
|
Parkview US LLC
✚
|
NY | 0.3 |