RIA IntelAdvisersIdahoTHE NAARDEN FINANCIAL GROUP, LLC

THE NAARDEN FINANCIAL GROUP, LLC

Advisory

POCATELLO, ID

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in ID
#80
of 82 advisers by AUM
Average account
$113K
across 644 accounts
AUM per adviser
$18M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$73M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$73M
Discretionary AUM$73M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients425
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InID
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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