The Norden Group LLC

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The Norden Group LLC
CRD #323988
SEC #801-127137
CIK #0001990699, 0001499714
AUM $1.7 B (2025-07-15)
Employees 29 (72% Investors, 7% Brokers)
Phone801-331-5511
Address5255 N Edgewood Drive
Provo, UT 84604
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
18001440108072036002011201620212026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 30.0
Nvidia Corp 25.8
Apple Inc 22.2
Amazon Com Inc 20.6
Alphabet Inc 9.9
Netflix Inc 9.9
Broadcom Inc 9.4
Facebook Inc 9.0
VISA Inc 8.8
Oracle Corp 8.7
View All
Holdings by Sector ($M)
100080060040020002023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,025 272.4
(b) Individuals (high net worth individuals) 263 1,234.4
(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 66 29.0
(h) Charitable organizations 36 19.7
(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 173 184.0
(n) Other 0 0.0
Total 3,913 1,739.5
By Discretionary
Discretionary 3,913 1,739.5
Non-Discretionary 0 0.0
Total 3,913 1,739.5
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 1,739.3
Total 3,913 1,739.5
EDGAR Form CIK 2011 - 2025
4 [0001499714]
13F-HR [0001990699]
Form 3/4/5 Subject 2011 - 2025
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