Alden Investment Group

RIASEC Registered

Total AUM

$386M

Discretionary

$348M

90% of AUM

Avg account

$264K

Accounts

1,460

Employees

43

Advisory reps

40

Firm details

Headquarters: Wayne, Pennsylvania
CRD number: 317077
Registered since: November 12, 2021
Website: aldeninvestmentgroup.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals83.64%
Pension & Profit Sharing Plans9.77%
HNWI6.59%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Alden Investment Group is an independent registered investment adviser organized as a limited liability company that registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional accounts, focusing on financial planning and portfolio management for individuals and small businesses. Compensation is delivered via a mix of percentage-of-AUM fees and fixed-fee arrangements. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities55%
Public Funds/Mutual Funds44%
Cash & Cash Equivalents1%

Owners & executives

3 of 5

Aaron Williams
Chief Growth OfficerCRD 6862309
Lee Calfo
Chief Executive OfficerCRD 4782334
Karen Van Horn
Chief Risk OfficerCRD 3176835

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Contacts

3 of 35

Andrew Giannone
Senior Portfolio ManagerCRD 5818353
William Atkins
Investment RepresentativeCRD 5870335
Eric Maslowsky
Registered RepresentativeCRD 5878132

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Delaware
Address: 37 West Ave
Time zone: ET (UTC-5)
Office locations

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