AdvizorPro

Alden Investment Group

Alden Investment Group. CRD 317077

Alden Investment Group logo

CRD: 317077

Alden Investment Group

Wayne, PA, 19087
2155728700
aldeninvestmentgroup.com
$385.7M Total AUM
$348.0M Disc. AUM
46.7% 3Y CAGR
43 Employees
1,460 ADV. Clients
4 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Raymond James
Clients
Retail and Institutional
Platforms
Wave atlasFusion prime +more
Established Date
11-12-2021
Office Locations
28

Office Locations

10484 138th ST Largo FL
1211 S. Chappel Blvd. Southlake TX
37 West Avenue Suite 301 Wayne PA

About Alden Investment Group

Alden Investment Group is a boutique Philadelphia-area firm serving individuals and families, financial advisors, and institutions. It provides comprehensive financial planning, tailored investment management, and retirement planning, plus an integrated broker-dealer/RIA platform with tools and access to investment solutions for advisors. For banks and employers, its Financial Institutions Group supports portfolio management, capital raising, and BOLI. Alden Cove unifies planning, banking, investing, reporting, and operations in one ecosystem.

Team overview

50 AVG AGE
$10.1M AVG AUM / ADVISOR
$264.2K AVG AUM / CLIENT
2.5 yrs AVG TENURE
43 Employees
38 Advisory Reps
0 RIA Reps
4yrs Firm Age

Insights

Premium access reveals conviction themes in focus delta.
Full visibility includes strategy notes for vital glacier.
Unlock to see real insight on matrix zenith vertex.
Request access to benchmark trends tied to catalyst matrix.
Open the full profile to inspect shifts in signal eagle.
Open the full profile to inspect shifts in beacon zenith.
Full visibility includes strategy notes for fusion delta insight.
See the complete signal summary connected to insight.

Asset Classes

Fusion crest Ridge summit Quantum oak Prime Catalyst Fusion frontier Harbor Momentum Fusion glacier

Client Personas

Value Bridge Horizon radial

Custodian

Timber Fusion optima Vital timber Crest delta Fusion peak Harbor legacy Wave oak Optima Signal vital Vital Vital Focus Optima Insight Eagle Timber harbor Matrix Oak zenith Vertex glacier Summit summit Timber Radial

Fund Managers

Radial

Investment Themes

Value catalyst Unison Oak pioneer

Investment Vehicles

Glacier Vertex

Platform

Zenith wave Alpha summit Wave optima

Services

Legacy radial Signal Zenith quantum North unison Alpha bridge Radial Peak unison Frontier Vector Insight Optima

Technology

Meridian foundation Harbor Unison pathway

Owner & Executives

LEE ALBERT CALFO

LEE ALBERT CALFO

Chief Executive Officer

CRD
#4782334
Ownership
Less than 5%
(214) 942-8525
alpha.legacy@vectorcapital.com
in linkedin.com/in/alpha-insight
J

JOHN FRANCIS MULQUEEN JR

CHIEF OPERATING OFFICER

CRD
#5378924
Ownership
Less than 5%
(334) 523-3069
foundation.crest@frontiercapital.com
in linkedin.com/in/pathway-beacon
F

Foundation foundation

Capital capital insight

CRD
#86812
Ownership
47.3%
(809) 675-2598
zenith.frontier@meridiancapital.com
in linkedin.com/in/eagle-fusion

Showing 2 of 5 owners & executives

Unlock all

Contacts

JONATHAN ALLEN

JONATHAN ALLEN

Senior Portfolio Manager

CRD
#3118339
(637) 268-2059
prime.ridge@embercapital.com
in linkedin.com/in/crest-value
W

william jude atkins

--

CRD
#5870335
(313) 748-1528
insight.prime@catalystcapital.com
in linkedin.com/in/pathway-signal
C

Catalyst vertex

Beacon crest insight

CRD
#23821
(425) 565-5186
zenith.atlas@signalcapital.com
in linkedin.com/in/zenith-foundation

Showing 2 of 42 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2022
10-19-2023
10-03-2024
12-06-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $348,007,843 $238,852
Non-Discretionary $37,683,245 $12,561,082
Total $385,691,088 $264,172

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $385,691,088

$385.7M Total SMA
Equity - Exchange:
37.6%
Public Funds:
20.4%
Cash:
42.0%
Asset class Assets Assets %
Equity - Exchange $2,282,491,680 37.6%
Public Funds $1,238,373,145 20.4%
Cash $2,549,591,770 42.0%
Total $6,070,456,595 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform