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ALDEN INVESTMENT GROUP
37 West Avenue
Suite 301
Wayne, Pennsylvania 19087-3226
Tel: 215-572-8700
About ALDEN INVESTMENT GROUP
ALDEN INVESTMENT GROUP, formally registered with the SEC as ALDEN INVESTMENT GROUP. The firm was established in 11/12/2021. They have over 1 offices throughout the country.
ALDEN INVESTMENT GROUP is a Wayne, Pennsylvania based Financial Planning firm with nearly $290,949,395 assets under management, offering retirement planning & investment advisory services to 953 clients. The firm is staffed with 32 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317077 |
| SEC# | 801-122688 |
| Assets Managed by Firm | $290,949,395 |
| No. of Clients | 953 |
| No. of Advisors | 32 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (RETIREMENT PLANS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 953 | $290,949,395 |
| Individuals (other than high net worth individuals) | 900 | $241,871,154 |
| High net worth individuals | 51 | $35,193,335 |
| Pension and profit sharing plans | 2 | $13,884,906 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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