37 West Ave
Suite 301
Wayne, Pennsylvania 19087
Tel: (215) 572-8700
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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