ALDER FINANCIAL GROUP INC

Overview

Alder Financial Group Inc is an independent registered investment adviser focused on individuals and families, offering financial planning and portfolio management for individuals and small businesses. The firm operates a fee model that combines percentage-of-AUM pricing with fixed fees, and it emphasizes equity exposure as its primary allocation preference. According to its filings the firm is not an active ESG investor and does not claim multi-state adviser registration, yet it maintains a multi-office presence across two states. Investment implementation is largely centered on exchange-traded securities and separately managed account (SMA) structures. That approach supports a tailored, account-level focus for high-net-worth households while allowing the firm to use both individual equities and ETFs for tax and trading efficiency. Client relationships are relatively concentrated, enabling personalized planning and portfolio customization for each household.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices