ALDER FINANCIAL GROUP INC

300 Galleria Pkwy
Suite 600
Atlanta, Georgia 30339
Tel: 770-563-8207

About ALDER FINANCIAL GROUP INC

ALDER FINANCIAL GROUP INC, formally registered with the SEC as ALDER FINANCIAL GROUP INC. The firm was established in 03/17/2020. They have over 1 offices throughout the country.

ALDER FINANCIAL GROUP INC is a Atlanta, Georgia based Financial Planning firm with nearly $183,428,272 assets under management, offering retirement planning & investment advisory services to 258 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108837
SEC#	801-118253
Assets Managed by Firm	$183,428,272
No. of Clients	258
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	258	$183,428,272
Individuals (other than high net worth individuals)	34	$30,111,177
High net worth individuals	36	$152,863,426
Charitable organizations	Fewer than 5 clients	$368,555
Corporations or other businesses	Fewer than 5 clients	$85,114

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