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| Happy Holidays!! thanks for using AUM13F!! |
| Alden Investment Advisors LLC
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| CRD # | 317077 |
| SEC # | 801-122688 |
| CIK # | |
| AUM | $319.2 M (2025-06-18) |
| Employees | 45 (89% Investors, 67% Brokers) |
| Phone | 215-572-8700 |
| Address | 37 West Avenue Wayne, PA 19087-3226 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 904 | 146.1 |
| (b) Individuals (high net worth individuals) | 71 | 139.4 |
| (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 | 33.8 |
| (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 | 978 | 319.2 |
| By Discretionary | ||
| Discretionary | 975 | 285.4 |
| Non-Discretionary | 3 | 33.8 |
| Total | 978 | 319.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.2 | |
| Total | 978 | 319.2 |
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|---|---|---|
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VA | 0.3 |
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IL | 0.3 |
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0.3 | |
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Ballast Capital Advisors LLC
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IL | 0.3 |
|
Sara-Bay Financial Corp
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|
FL | 0.3 |
|
Grattan Financial Strategies Inc
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|
CA | 0.3 |
|
GKV Capital Management Co Inc
✚
|
CA | 0.3 |