ALDEN INVESTMENT GROUP

ALDEN INVESTMENT ADVISORS, LLC

CRD 317077 · SEC 801-122688

Visit website

37 WEST AVENUE, SUITE 301, WAYNE, PA, 19087-3226, United States

Phone

215-572-8700

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$385.7M

Discretionary AUM

$348.0M

Team

43 total employees; 38 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)RETIREMENT PLANS

Client types

Type	Clients	AUM
Individuals	1350	$322.6M
High net worth individuals	107	$25.4M
Pension/profit sharing plans	3	$37.7M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://twitter.com/AldenInvGroup
https://www.facebook.com/aldeninvestmentgroup
https://aldeninvestmentgroup.com
https://www.linkedin.com/company/alden-investment-group/

Official SEC filing: View on IAPD