CONTENT
How does the advisor help clients – Key Takeaways:
The Norden Group LLC is a well-respected financial advising firm that has been helping clients achieve their financial goals for over 20 years. The firm offers a wide range of financial services and caters to various types of clients. With a team of expert advisors and a transparent fee structure, The Norden Group LLC is a go-to choice for individuals and businesses seeking professional financial advice.
Facts and Insights
The Norden Group LLC was founded in 1999 and is headquartered in New York City. The firm has over $1.5 billion worth of assets under management, making it one of the largest independent advisory firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10+ | 20+ years |
Financial Services Offered
The Norden Group LLC provides a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm also offers personalized financial planning services to help clients achieve their unique financial goals.
Client Types
The Norden Group LLC serves a diverse range of clients, including high-net-worth individuals, families, small businesses, and non-profit organizations. The firm takes a personalized approach to cater to the specific needs and goals of each client, regardless of their size or financial background.
Fees & Compensation
The Norden Group LLC follows a transparent fee structure, and the firm’s advisors are compensated based on a percentage of the client’s assets under management. This fee structure ensures that the advisor’s interests are aligned with the client’s, as they both benefit from the growth of the client’s portfolio.
Background
The Norden Group LLC was founded by John Norden, a highly experienced financial advisor with over 30 years of experience in the industry. John and his team of advisors have a deep understanding of the constantly changing financial landscape, allowing them to provide clients with the most up-to-date and relevant advice.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important for clients to be aware of potential conflicts of interest or any past legal or disciplinary issues. The Norden Group LLC is a registered investment advisory firm, meaning they are held to a fiduciary standard and are legally obligated to act in their clients’ best interests. The firm has a clean record with no reported disciplinary actions.