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Matthew Ashley Swendiman

THE NORDEN GROUP LLC·PROVO, Utah
Unclaimed Profile
5255 N EDGEWOOD DRIVE, PROVO, UT 84604CRD# 2849367Firm CRD# 323988
01

About

Matthew Ashley Swendiman is a registered financial advisor based in PROVO, Utah, affiliated with THE NORDEN GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE NORDEN GROUP LLC
THE NORDEN GROUP LLC
AUM
$987M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at THE NORDEN GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2849367
Firm CRD# 323988
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Ashley Swendiman offer?
Matthew Ashley Swendiman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are Matthew Ashley Swendiman's credentials?
Matthew Ashley Swendiman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Ashley Swendiman located?
Matthew Ashley Swendiman is based in PROVO, Utah, working with THE NORDEN GROUP LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does Matthew Ashley Swendiman charge for services?
Matthew Ashley Swendiman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE NORDEN GROUP LLC?
THE NORDEN GROUP LLC has approximately 21 employees and manages $987M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PROVO
Nathan Dale White — PARAGON CAPITAL MANAGEMENT INCBrent Alan Cochran — THE NORDEN GROUP LLCWilliam Travis Snider — PORTSIDE WEALTH GROUP, LLCNatalie Grace Wolfsen — TOWNSQUARE CAPITAL, LLCBradley Steven Jensen — ACCUVEST GLOBAL ADVISORS, INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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