Unclaimed Profile

Matthew Ashley Swendiman

THE NORDEN GROUP LLC·PROVO, Utah

Series 4, Series 6, Series 7, Series 7TO, Series 24, Series 66CFA ChFCClean record16 years registeredTHE NORDEN GROUP LLC

5255 N EDGEWOOD DRIVE, PROVO, UT 84604CRD# 2849367Firm CRD# 323988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Ashley Swendiman · PROVO, UT

Registration

CRD #2849367 · THE NORDEN GROUP LLC · 16 years registered

Brand Profile

Not yet started

Career History

CREW CAPITAL MANAGEMENT, LTD.

Sep 2015 – present

F/M INVESTMENTS LLC

Aug 2020 – Mar 2023

WASHINGTON, DC

KNELMAN ASSET MANAGEMENT GROUP, LLC

Jun 2015 – Oct 2015

LAWRENCEBURG, IN

SWENDIMAN WEALTH STRATEGIES, INC

Dec 2011 – Oct 2014

PARK HILLS, KY

FIFTH THIRD ASSET MANAGEMENT, INC.

Oct 2009 – May 2011

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 4

Series 6

Series 7

Series 7TO

Series 24

Series 66

Registration record

First registered · October 27, 2009

Years registered · 16

Professional designations · CFA, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE NORDEN GROUP LLC

CRD 323988 · SEC 801-127137

AUM

$987M

Regulatory assets under management

Employees

2,546 client accounts

Services offered by THE NORDEN GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE NORDEN GROUP LLC →

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PROVO?

Browse all registered financial advisors in PROVO, Utah or claim this profile if it's yours.

Browse PROVO Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFA, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →