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Darden Wealth Group, Inc

● SEC registered since 2021CRD 294926SEC# 801-120167Ann Arbor, MI
Export (members)
Reg. AUM
$302.1M
Employees
5
Accounts
1,124
Location
Ann Arbor, MI

Darden Wealth Group, Inc assets under management

Darden Wealth Group, Inc operates as an SEC-registered investment adviser based in Ann Arbor, MI. The firm has been registered since 2021. It reports $302.1 million in regulatory assets under management and employs 5 people.
www.dardenwealth.comView on SEC.gov ↗

Darden Wealth Group, Inc owners & executives

1 reported
NameTitleOwnershipSince
Andrea Bernardini Darden ControlPresident/Ceo/CcoOver 75%2018

Frequently asked questions

How much does Darden Wealth Group, Inc manage?

Darden Wealth Group, Inc reports $302.1 million in regulatory assets under management on its Form ADV.

How many employees does Darden Wealth Group, Inc have?

Darden Wealth Group, Inc reports 5 employees.

Where is Darden Wealth Group, Inc located?

Darden Wealth Group, Inc is based in Ann Arbor, MI and has been SEC-registered since 2021.

Does Darden Wealth Group, Inc disclose fund performance?

Darden Wealth Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address415 Detroit St., Ste 100, Ann Arbor, MI 48104
Phone734-294-0100
Fax1-734-219-4013
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$292.8M
Non-discretionary$9.3M
Total (RAUM)$302.1M