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 organized as a corporation and is identified in filings as a domestic entity with individual ownership. Public records and the firm's FINTRX profile provide only limited disclosure about its business model—specifics on fee schedules, advisory services, and client segments are not provided. The profile notes the firm is not positioned as an ESG investor, and it is not classified as a capital allocator, pension consultant, or related adviser. Forbes included J. Alden Associates on its America's Top RIA Firms list in 2023. The firm has not supplied material detail about its investment approach, portfolio construction, or external affiliations, which constrains any firm-level assessment of strategy, risk posture, or product mix from public sources.
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 10
Hunter Frey
CEOCRD 6503947

Lee Calfo
Chief Executive OfficerCRD 4782334

Karen Van Horn
Chief Risk OfficerCRD 3176835
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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