Alden Capital

Overview

Alden Capital is an SEC and state registered investment adviser based in Wayne, PA, registered since 2018. It reports $1.5B in assets under management across 2,551 accounts, with 23 employees. It has 13 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

54%

Accounts

2,551

Average account

$594K

Employees

23

Advisory reps

13

Registered since

2018

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Other clients
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Lee Albert Calfo Chief Executive Officer CRD 4782334
• Aaron Lee Williams Managing Director CRD 6862309
• John Francis Mulqueen Jr Chief Operating Officer CRD 5378924

2 more executive officers, with direct contact details

Advisory reps 3 of 13

• William Jude Atkins Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5870335
• Lee Albert Calfo Registered Rep · Investment Adviser Rep CRD 4782334
• Richard Shant Chebookjian Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1374576

10 more advisory reps, with emails, phones and branch locations

Location

Headquarters

37 West Ave Ste 301
Wayne, PA 19087

County

Delaware

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC and state registered
• Registered in 53 jurisdictions
• Website: aldeninvestmentgroup.com

Every state, with registration dates

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