J. Alden Associates, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
86
Avg account
$0

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
40002
Registered since
May 22, 1996

Firm profile

FINTRX

Overview

J. Alden Associates, Inc. is an SEC-registered corporate advisory firm first registered in 1996. FINTRX classifies the entity as unclassified and lists the owner type as a combination of a domestic entity and an individual. The dataset flags the firm as not acting as a capital allocator and not engaging as an active ESG investor; it is also not identified as a pension consultant, related adviser, or a multi-state adviser in the FINTRX fields. The firm received recognition from Forbes in 2023 on its "America's Top RIA Firms" list, indicating external visibility among retail wealth-management firms. FINTRX does not provide detail on fee models, specific advisory activities, client segments, or investment preferences, so no further conclusions about strategy or target client types can be drawn from the supplied information.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 12
  • Aaron Williams

    Aaron Williams

    Chief Growth OfficerCRD 6862309

  • John Mulqueen

    John Mulqueen

    Chief Operating OfficerCRD 5378924

  • Hunter Frey

    Hunter Frey

    CEOCRD 6503947

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Contacts

3 of 74
  • Brian Nemes

    Brian Nemes

    Registered RepresentativeCRD 5749660

  • Tasha Miles

    Tasha Miles

    Senior Wealth AdvisorCRD 5831261

  • William Atkins

    Investment RepresentativeCRD 5870335

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
37 West Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth