J. Alden Associates, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
83
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 a corporation first registered with the SEC in 1996. FINTRX flags the firm as owned by a combination of a domestic entity and an individual and classifies it as unclassified. The database notes the firm is not a capital allocator and it does not identify as an active ESG investor. Additional operational flags indicate J. Alden is not listed as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm was included on Forbes' America's Top RIA Firms list in 2023, a recognition that appears in public filings. FINTRX does not provide detail on the firm's client segmentation, fee structure, core advisory activities, or external affiliations in the provided dataset.

Assets & Accounts

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 11
  • Joseph Gladue

    Joseph Gladue

    Chief Financial OfficerCRD 2444732

  • Lee Calfo

    Lee Calfo

    Chief Executive OfficerCRD 4782334

  • Karen Van Horn

    Karen Van Horn

    Chief Risk OfficerCRD 3176835

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Contacts

3 of 72
  • Robert Becker

    BrokerCRD 16418

  • Kathleen Schroeder

    Registered RepresentativeCRD 2476975

  • Charles Hicks

    Charles Hicks

    RepresentativeCRD 4809306

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

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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