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 has been SEC-registered since 1996. FINTRX classifies the entity as unclassified and lists ownership as a domestic entity and an individual. The snapshot flags the firm as not being a capital allocator and not an active ESG investor. It is also not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide granular disclosures in the FINTRX record for client segments, fee structure, or specific advisory and business activities. Publicly noted recognition includes placement on Forbes' "America's Top RIA Firms" list in 2023.
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 10JOSEPH GLADUE
Chief Financial OfficerCRD 2444732
LEE CALFO
Chief Executive OfficerCRD 4782334
KAREN VAN HORN
Chief Risk OfficerCRD 3176835
Contacts
3 of 71ROBERT BECKER
BrokerCRD 16418
KATHLEEN SCHROEDER
Registered RepresentativeCRD 2476975
CHARLES HICKS
RepresentativeCRD 4809306
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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