Alda Advisors, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Fairlawn, Ohio
CRD number
107527
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • David Pelland

    David Pelland

    PrincipalCRD 4193640

  • Lawrence Pelland

    PresidentCRD 1042965

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth