TrueAdvisor
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JA
JA

Joseph Phillip Arce

The Norden Group LLC
25 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
The Norden Group LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

Location

5255 N Edgewood Drive, Suite 225, Provo, UT, 84604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Norden Group LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Wfa of San Diego
March 2020 - March 2024 · 4 yrs
Zermatt Wealth Partners
January 2015 - March 2024 · 9 yrs 2 mos
Brandes Investment Partners, LP
May 1998 - August 2013 · 15 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.