Colter
Yde

The Norden Group LLC

CRD#6976140
Investment Advisor
in Provo, UT

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About this Advisor

Colter Yde is a financial advisor based in Provo, Utah, working with The Norden Group LLC. Colter has previously held positions at Townsquare Capital, Bander Investments, Fall Pest Services, Aptive Enviroment, Eco Shield, and The Norden Group. Colter has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Colter is part of The Norden Group LLC, which operates out of Provo, Utah. The firm has 4 offices and 21 employees. The firm manages assets totaling $987.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at The Norden Group LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5255 N Edgewood Drive Suite 225
Provo, UT 84604

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The Norden Group LLC Brokerage Details

Total Assets Under Management

$987,200,768

UT Average: $693,624,108
Total Number of Employees

21

UT Average: 12
Total Number of Accounts

2,546

UT Average: 1,115
Average Account Size

$387,746

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Colter Yde Work History

2023 - Present (1 year)

The Norden Group

2019 - Present (5 years)

Townsquare Capital

2017 - Present (7 years)

Fall Pest Services

2018 - 2018 (< 1 year)

Bander Investments

2014 - 2017 (3 years)

Aptive Enviroment

2013 - 2014 (1 year)

Eco Shield

Disclosures

Please visit the SEC profile of Colter Yde to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Norden Group LLC

Rachelle Morris
Provo, UT
Tyson Wakley
Saint George, UT
Cody Hutchinson
Saint George, UT
Colter Yde
Provo, UT
Nathaniel Silva
Provo, UT
Nathan Rosell
Provo, UT
Brad Sorensen
Provo, UT
Ahlin Griffith
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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