Alder Financial Group Inc

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Assets, Funds, Holdings

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Alder Financial Group Inc
CRD #108837
SEC #801-118253
CIK #
AUM $163.0 MM (2023-03-24)
Employees 3 (67% Investors, 0% Brokers)
Phone770-563-8207
Address300 Galleria Pkwy
Atlanta, GA 30339
Source [IAPD] [Website]
Total AUM ($MM)
170136102683401999200720152024
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
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
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