Arden Global Family Offices
Firm details
- Headquarters
- ,
- CRD number
- 337412
- Registered since
- July 8, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
- Client types
- HNWI58.74%
- Corporations / Businesses31.45%
- Pooled Investment Vehicles5.94%
- Charitable Organizations3.87%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Arden Global Family Offices is organized as an LLC and presents itself as a capital allocator serving both individual/family and institutional clients. The firm is SEC-registered (registration year listed as 2025) and provides portfolio management for individuals/small businesses and pooled investment vehicles, and it also engages in the selection of external advisers. Fee arrangements are varied — Arden charges percentage-of-AUM fees alongside subscription, fixed, and performance-based fees. The firm is not described as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Other43%
- US Government Bonds8%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
3 of 3Patrick Burns
General CounselCRD 2991172

Flora Dong
Owner and Financial AdvisorCRD 3232763
Xiaotong Wang
MemberCRD 8199784
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Mercantile Investment Advisors
RIAWichita Falls, TX
Millennial Wealth Advisors
RIACampbell Asset Management, LLC
RIAChattanooga, TN
Foresee Wealth Advisors
RIABellevue, WA
Core Alpha, Inc.
RIARochester, NY
Eagle Financial Strategies
RIABangor, ME