Alden Investment Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 27, 2026, reports $386M in regulatory assets under management, 43 employees, 1 office, and 1,460 accounts.
Assets Under Management
$386M
Employees
43
Offices
1 office
Total Clients
1,460
Primary office
WAYNE, PA
37 WEST AVENUE, SUITE 301, WAYNE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.5% of total clients.
Top client categories% of clientsClients
1
Individuals
92.5%
1,350
2
HNWI
7.3%
107
3
Pension Plans
0.2%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$386Mas of March 27, 2026
Discretionary90.2%
$348M
90% of total RAUM90.2%
Non-discretionary9.8%
$38M
10% of total RAUM9.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$386M
Total Accounts1,460
10Y AUM Change+$386M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee34:1
10Y Employee Change+43
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.