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Building 2ALDEN CAPITAL

Map pinWAYNE, PA
Phone(215) 572-8700
NotebookSEC #801-116941
Total AUM
$1.5B
Employees
23
Clients
2,552

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 WEST AVE
SUITE 301
WAYNE
PA 19087
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(215) 572-8700
Other Offices
3

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,551
Discretionary
$823.4M
Accounts
2,504
Non-Discretionary
$691.6M
Accounts
47

ContactClients

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Individual Clients
2,321
AUM
$748.7M
HNW Individual Clients
183
AUM
$59M
Pooled Vehicle Clients
1
AUM
$15.8M
Other Clients
47
AUM
$691.6M
Description of Other Clients
401K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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