ALDEN CAPITAL

37 West Ave
Suite 301
Wayne, Pennsylvania 19087
Tel: (215) 572-8700

About ALDEN CAPITAL

ALDEN CAPITAL, formally registered with the SEC as ALDEN CAPITAL. The firm was established in 07/09/2019. They have over 5 offices throughout the country.

ALDEN CAPITAL is a Wayne, Pennsylvania based Financial Planning firm with nearly $657,249,584 assets under management, offering retirement planning & investment advisory services to 926 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293551
SEC#	801-116941
Assets Managed by Firm	$657,249,584
No. of Clients	926
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (RETIREMENT PLAN ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	926	$657,249,584
Individuals (other than high net worth individuals)	601	$206,748,240
High net worth individuals	282	$73,025,891

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
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