Alden Investment Group

Overview

Alden Investment Group is an SEC registered investment adviser based in Wayne, PA, registered since 2021. It reports $386M in assets under management across 1,460 accounts, with 43 employees. It has 31 investment adviser representatives.

Reported AUM

$386M

Discretionary

90%

Accounts

1,460

Average account

$264K

Employees

43

Advisory reps

31

Registered since

2021

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

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 31

• Jonathan Allen Registered Rep · Investment Adviser Rep CRD 3118339
• Guy Roger Collins Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4303751
• Derek R D Alonzo Insurance Agent · Investment Adviser Rep CRD 2099610

28 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 registered
• Registered in 53 jurisdictions
• Website: aldeninvestmentgroup.com

Every state, with registration dates

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