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⚲
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| The Norden Group LLC
✚
| |
|---|---|
| CRD # | 323988 |
| SEC # | 801-127137 |
| CIK # | 0001499714, 0001990699 |
| AUM | $987.2 MM (2024-08-14) |
| Employees | 21 (57% Investors, 14% Brokers) |
| Phone | 801-331-5511 |
| Address | 5255 N Edgewood Drive Provo, UT 84604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 20.3 | |
| NVDA | 399,550.0 | 15.3 | |
| AMZN | 1,092,997.8 | 14.4 | |
| AAPL | 2,382,844.0 | 14.2 | |
| NVO | 245,328.6 | 7.4 | |
| GOOG | 1,482,566.4 | 6.6 | |
| CSCO | 178,309.9 | 5.3 | |
| TXN | 142,156.2 | 5.3 | |
| GOOGL | 1,475,138.5 | 5.2 | |
| LRCX | 60,793.2 | 4.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 722 | 178.5 |
| (b) Individuals (high net worth individuals) | 184 | 749.9 |
| (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 | 38 | 12.8 |
| (h) Charitable organizations | 13 | 4.2 |
| (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 | 135 | 41.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,546 | 987.2 |
| By Discretionary | ||
| Discretionary | 2,546 | 987.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,546 | 987.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 987.2 | |
| Total | 2,546 | 987.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 4 | [0001499714] | |
| 13F-HR | [0001990699] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Visser Barney D | |
| Visser Precision Cast, LLC | |
| Furniture Row, LLC | |
| Norden, LLC | |
| Liquidmetal Technologies Inc |
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