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Building 2ALDEN INVESTMENT GROUP

Map pinWAYNE, PA
Phone215-572-8700
NotebookSEC #801-122688
Total AUM
$385.7M
Employees
43
Clients
1,460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 WEST AVENUE
SUITE 301
WAYNE
PA 19087-3226
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
215-572-8700
Other Offices
1

ReceiptFinancials

Total AUM
$385.7M
Accounts
1,460
Discretionary
$348M
Accounts
1,457
Non-Discretionary
$37.7M
Accounts
3

ContactClients

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Individual Clients
1,350
AUM
$322.6M
HNW Individual Clients
107
AUM
$25.4M
Pension/Profit Sharing Plan Clients
3
AUM
$37.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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