Darden Wealth Group
Firm details
- Headquarters
- Ann Arbor, Michigan
- CRD number
- 294926
- Registered since
- January 15, 2021
- Website
- dardenwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.95%
- Individuals20.01%
- Charitable Organizations7.61%
- Corporations / Businesses1.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Darden Wealth Group is an independent, owner-operated registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional mandates. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Pricing is a mix of asset-based fees, hourly charges and fixed fees. Darden is not identified as an active ESG investor and does not position itself as a capital allocator to proprietary alternative strategies; instead it uses third-party managers for alternatives.
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 Equities43%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$67.9M in ETFs
80%
$54.2M
19%
$13.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $4.2M | 82,161 | 6.18% |
Location
Ann Arbor, MI
Washtenaw
Location
Ann Arbor, MI
Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Washtenaw
- Address
- 415 Detroit St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Cypress Capital Wealth Management LLC
RIAAnn Arbor, MI
Renaissance Venture Capital Management, Inc.
RIAAnn Arbor, MI
Concorde Asset Management, LLC
RIAAnn Arbor, MI
Arbor Trust Wealth Advisors, LLC
RIAAnn Arbor, MI
Sage Hill Capital
RIAAnn Arbor, MI
Speyside Equity Advisers LLC
RIAAnn Arbor, MI