Alda Advisors, Inc.
Firm details
- Headquarters
- Fairlawn, Ohio
- CRD number
- 107527
- Website
- www.bearpelland.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Alda Advisors, Inc. is a corporation owned by an individual that combines insurance brokerage with advisory services. The firm is classified as unclassified in the source data and does not position itself as a capital allocator. Its advisory work emphasizes financial planning and pension consulting alongside its insurance-broker activities. Alda Advisors does not identify as an active ESG investor, is not a multi-state adviser, and is not marked as newly formed. The firm’s fee arrangements include hourly charges, fixed fees and other non-standard fee structures rather than a traditional percentage-based AUM billing model. Industry affiliations listed for the firm include relationships with a broker-dealer and an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
David Pelland
PrincipalCRD 4193640
Lawrence Pelland
PresidentCRD 1042965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairlawn, OH
Summit
Location
Fairlawn, OH
Headquartered in Fairlawn, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 2735 Crawfis Blvd
- Time zone
- ET (UTC-5)
- Office locations
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