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 corporate registered investment adviser that has been SEC-registered since 1996. Ownership records indicate both a domestic entity and an individual are owners. In regulatory filings the firm is listed as "unclassified." FINTRX notes the firm does not self-identify as a capital allocator, and it is not marked as an active ESG investor, pension consultant, related adviser, or a newly formed adviser. The firm appears to keep limited public disclosure about its business model: FINTRX did not list a client base, fee structure, or detailed advisory activities. J. Alden Associates was included on Forbes' America's Top RIA Firms list in 2023, indicating some external recognition of its standing among independent advisory firms.
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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