Investment adviser · CRD 317077
ALDEN INVESTMENT GROUP
Investment adviser filing (IA)
ALDEN INVESTMENT ADVISORS, LLC
WAYNE, PA, United States · Form ADV filed Sep 2, 2026
- Regulatory AUM
- $386M Form ADV · Item 5.F
- Client accounts
- 1,460 Accounts, not individual clients
- Employees
- 43 Reported in this filing
- Advisory professionals
- 38 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,350 | $322,603,270 | 83.6% |
| Retirement plans | Fewer than 5 | $37,683,245 | 9.8% |
| High-net-worth individuals | 107 | $25,404,573 | 6.6% |
Filing source
Form ADV 2130479 · Sep 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
37 WEST AVENUE, SUITE 301WAYNE, PA, 19087-3226, United States
CRD 317077
Filing source
Form ADV 2130479 · Sep 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.