Overview
Assets Under Management: $302 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
DARDEN WEALTH GROUP, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #294926), DARDEN WEALTH GROUP, INC is subject to fiduciary duty under federal law.
DARDEN WEALTH GROUP, INC is headquartered in ANN ARBOR, MI.
DARDEN WEALTH GROUP, INC serves 84 high-net-worth clients according to their SEC filing dated February 22, 2025. View client details ↓
According to their SEC Form ADV, DARDEN WEALTH GROUP, INC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
DARDEN WEALTH GROUP, INC manages $302 million in client assets according to their SEC filing dated February 22, 2025.
According to their SEC Form ADV, DARDEN WEALTH GROUP, INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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