J. Alden Associates, Inc.
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 40002
- Registered since
- May 22, 1996
- Website
- aldeninvestmentgroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 12
Aaron Williams
Chief Growth OfficerCRD 6862309

John Mulqueen
Chief Operating OfficerCRD 5378924

Hunter Frey
CEOCRD 6503947
Contacts
3 of 74
Brian Nemes
Registered RepresentativeCRD 5749660

Tasha Miles
Senior Wealth AdvisorCRD 5831261
William Atkins
Investment RepresentativeCRD 5870335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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