Overview
Assets Under Management: $302 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,124
Discretionary Accounts: 1,112
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 294926
Last Filing Date: 2025-02-22 00:00:00
Website: https://dardenwealth.com