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 first registered with the SEC in 1996. FINTRX flags the firm as owned by a combination of a domestic entity and an individual and classifies it as unclassified. The database notes the firm is not a capital allocator and it does not identify as an active ESG investor. Additional operational flags indicate J. Alden is not listed as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm was included on Forbes' America's Top RIA Firms list in 2023, a recognition that appears in public filings. FINTRX does not provide detail on the firm's client segmentation, fee structure, core advisory activities, or external affiliations in the provided dataset.
Assets & Accounts
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 72Robert 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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