linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alden Investment Group

Headquartered in WAYNE, PA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.

Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement plans

Retirement plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (25)

ALDEN INVESTMENT GROUP has a total of 25 branch locations across the country.
location

Red Bank, NJ

location

WAYNE, PA

location

Collegeville, PA

location

Canton, OH

location

Ocala, FL

location

Montrose, CA

location

Largo, FL

location

Fairview, WV

location

Queenstown, MD

location

Annapolis, MD

location

Wayne, NJ

location

Doylestown, PA

location

Buffalo, NY

location

Wayne, PA

location

Fairmont, WV

location

Berwyn, PA

location

Charlestown, MA

location

Celina, TX

location

Plano, TX

location

Kennett Square, PA

location

Osceola, IN

location

Hockton, GA

location

Gross Point Farms, MI

location

McKinney, TX

location

Mahwah, NJ

Advisors at Alden Investment Group

View All 30 Advisors
Unclaimed
Jacqueline M Oprean

RA

WAYNE, PA

View Profile
Unclaimed
Vincent Stephen Lucchesi

RA

Wall, NJ

View Profile
Unclaimed
James Eric Quillen

CFP®, RA

Doylestown, PA

View Profile
Unclaimed
John Clark Swenson

WAYNE, PA

View Profile
Unclaimed
Larissa Jane Costello

RA

WAYNE, PA

View Profile
Unclaimed
Mark Timothy Youngs

RA

Annapolis, MD

View Profile
Unclaimed
Todd Zangrilli

RA

WAYNE, PA

View Profile
Unclaimed
Gustavo Isaac Masri

RA

Doylestown, PA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Alden Investment Group is right for you?

Disclosures

There are no public disclosures for Alden Investment Group.

Frequently Asked Questions (8)

Not sure if Alden Investment Group is right for you?