Alden Investment Group
Alden Investment Group is an SEC-registered mass-market adviser in Wayne, PA with $385.7M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Alden Investment Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317077, SEC 801-122688, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $385.7M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Wayne, PA
- Employees
- 43
- Clients
- 1,460
- CRD
- 317077
- Ownership
- SMITH, KENNETH, RICHARD; CALFO, LEE, ALBERT; VAN HORN, KAREN, M.; WILLIAMS, AARON, LEE; ALDEN PARTNERS LLC
How much AUM does Alden Investment Group have?
Alden Investment Group reported $385.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Alden Investment Group?
Disclosed owners and executives of Alden Investment Group include SMITH, KENNETH, RICHARD, CALFO, LEE, ALBERT, VAN HORN, KAREN, M., WILLIAMS, AARON, LEE, ALDEN PARTNERS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.