|
⚲
|
| Alder Financial Group Inc
✚
|
|
|---|---|
| CRD # | 108837 |
| SEC # | 801-118253 |
| CIK # | |
| AUM | $224.1 M (2026-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 770-563-8207 |
| Address | 300 Galleria Pkwy Atlanta, GA 30339 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 10.9 |
| (b) Individuals (high net worth individuals) | 46 | 212.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 249 | 224.1 |
| By Discretionary | ||
| Discretionary | 249 | 224.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 249 | 224.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.1 | |
| Total | 249 | 224.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Henson-Edgewater Management LLC
✚
|
OH | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
Drawbridge Capital LLC
✚
|
OK | 0.2 |
|
Allied Private Wealth
✚
|
FL | 0.2 |
|
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
|
Chapman Financial Group LLC
✚
|
0.2 | |
|
JHP Wealth Management LLC
✚
|
CO | 0.2 |
|
Gevers Wealth Management LLC
✚
|
WA | 0.2 |
|
Sterling Wealth Advisors Inc
✚
|
FL | 0.2 |
|
Wincap Financial LLC
✚
|
MA | 0.2 |