DARDEN WEALTH GROUP

415 Detroit St.
Ste 100
Ann Arbor, Michigan 48104
Tel: 734-294-0100

About DARDEN WEALTH GROUP

DARDEN WEALTH GROUP, formally registered with the SEC as DARDEN WEALTH GROUP. The firm was established in 01/15/2021. They have over 1 offices throughout the country.

DARDEN WEALTH GROUP is a Ann Arbor, Michigan based Financial Planning firm with nearly $302,096,323 assets under management, offering retirement planning & investment advisory services to 1124 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	294926
SEC#	801-120167
Assets Managed by Firm	$302,096,323
No. of Clients	1124
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1124	$302,096,323
Individuals (other than high net worth individuals)	176	$63,558,853
High net worth individuals	84	$207,600,780
Pension and profit sharing plans	6	$6,734,371
Charitable organizations	3	$14,722,659

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