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Alder Financial Group Inc
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CRD # | 108837 |
SEC # | 801-118253 |
CIK # | |
AUM | $163.0 MM (2023-03-24) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 770-563-8207 |
Address | 300 Galleria Pkwy Atlanta, GA 30339 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 34 | 22.7 |
(b) Individuals (high net worth individuals) | 35 | 139.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 253 | 163.0 |
By Discretionary | ||
Discretionary | 249 | 161.6 |
Non-Discretionary | 4 | 1.4 |
Total | 253 | 163.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 163.0 | |
Total | 253 | 163.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Tollefson and Company Investment Management LLC
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|
TX | 0.2 |
Siebert Advisornxt Inc
✚
|
NJ | 0.2 |
CHB Investment Group LLC
✚
|
PA | 0.2 |
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
Pinnacle Wealth Management Inc
✚
|
CO | 0.2 |
Model Wealth Inc
✚
|
IL | 0.2 |
Hatton Investments LLC
✚
|
FL | 0.2 |
Rivertree Advisors LLC
✚
|
FL | 0.2 |
Strauss Wealth Advising Inc
✚
|
AL | 0.2 |