1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALDER FINANCIAL GROUP INC

Map pinATLANTA, GA
Phone770-563-8207
NotebookSEC #801-118253
Total AUM
$224.1M
Employees
3
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 GALLERIA PKWY
SUITE 600
ATLANTA
GA 30339
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
770-563-8207

ReceiptFinancials

Total AUM
$224.1M
Accounts
249
Discretionary
$224.1M
Accounts
249
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
19
AUM
$10.9M
HNW Individual Clients
46
AUM
$212.6M
Charitable Organization Clients
1
AUM
$380.1K
Corporation or Business Clients
1
AUM
$248.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALGA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account