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ALDEN INVESTMENT GROUP
Legal name: ALDEN INVESTMENT ADVISORS, LLC
CRD 317077File 801-122688
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$385.7M
Below cohort median (national)
Discretionary AUM
$348.0M
Non-discretionary $37.7M
Clients
1,460
1,460 accounts
Employees
43
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 12, 2021
- Principal office
- 37 WEST AVENUE, SUITE 301, WAYNE, PA, 19087-3226
- Phone
- 215-572-8700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $385.7M
- Discretionary AUM
- $348.0M
- Non-discretionary AUM
- $37.7M
- Discretionary accounts
- 1,457
- Non-discretionary accounts
- 3
- Total accounts
- 1,460
- AUM per client
- $264K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 107 | $25.4M |
| Pension and profit sharing plans | Fewer than 5 | $37.7M |
| Individuals (other than high net worth individuals) | 1,350 | $322.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.