J. Alden Associates, Inc.
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 40002
- Registered since
- May 22, 1996
- Website
- aldeninvestmentgroup.com
Firm profile
FINTRXOverview
J. Alden Associates, Inc. is a corporation that has been SEC-registered since 1996. The firm is listed as owned by a combination of a domestic entity and an individual. Snapshot flags indicate it does not serve as a capital allocator, it is not active on ESG investment themes, and it is not classified as a multi-state or newly formed adviser. The firm was named to Forbes' "America's Top RIA Firms" list in 2023.
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
Owners & executives
3 of 11
Joseph Gladue
Chief Financial OfficerCRD 2444732
Lee Calfo
Chief Executive OfficerCRD 4782334
Karen Van Horn
Chief Risk OfficerCRD 3176835
Contacts
3 of 74Robert Becker
BrokerCRD 16418
Kathleen Schroeder
Registered RepresentativeCRD 2476975
Charles Hicks
RepresentativeCRD 4809306
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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