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| Keyboard |
| Alden Investment Advisors LLC
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|---|---|
| CRD # | 317077 |
| SEC # | 801-122688 |
| CIK # | |
| AUM | 385.7 M (2026-03-27) |
| Employees | 43 (88% Investors, 86% Brokers) |
| Phone | 215-572-8700 |
| Address | 37 West Avenue Wayne, PA 19087-3226 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,350 | 322.6 |
| (b) Individuals (high net worth individuals) | 107 | 25.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 37.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,460 | 385.7 |
| By Discretionary | ||
| Discretionary | 1,457 | 348.0 |
| Non-Discretionary | 3 | 37.7 |
| Total | 1,460 | 385.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.7 | |
| Total | 1,460 | 385.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Southwest Investment Advisors Inc
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|
AZ | 386.9 M |
|
Missionpoint Partners LLC
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|
386.9 M | |
|
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MI | 386.1 M |
|
Evexia Wealth LLC
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|
Lowery Thomas LLC
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385.8 M | |
|
Wills Financial Group LLC
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|
Ranch Capital Advisors Inc
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|
FL | 385.5 M |
|
Wittenberg Investment Management Inc
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|
385.2 M | |
|
Pacific Asset Management LLC
✚
|
WA | 384.8 M |
|
Ketron Financial LLC
✚
|
CA | 384.0 M |