ALDER FINANCIAL GROUP INC
CRD #108837 SEC #801-118253 ATLANTA, GA 770-563-8207
SEC Registered
Total AUM
$205.6M
Discretionary
$204.5M
Employees
2
Clients
51
Accounts
249
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $205.6M | $204.5M | $1.1M | 2 | 70 |
| Mar 2024 | $183.4M | $182.1M | $1.4M | 2 | 73 |
| Sep 2023 | $177.8M | $176.4M | $1.4M | 2 | 72 |
| Mar 2023 | $163M | $161.6M | $1.4M | 3 | 72 |
| Mar 2022 | $159.9M | $157.9M | $1.9M | 3 | 71 |
| Feb 2021 | $136.4M | $133.1M | $3.3M | 3 | 73 |
| Jun 2020 | $121.2M | $119.6M | $1.6M | 3 | 73 |
| Feb 2020 | $121.2M | $119.6M | $1.6M | 3 | 73 |
| May 2012 | $50.9M | $48.6M | $2.3M | 1 | 26 |
| Mar 2012 | $50.9M | $48.6M | $2.3M | 1 | 26 |
| Mar 2012 | $50.9M | $48.6M | $2.3M | 1 | 26 |
| Mar 2010 | $91.7M | $91.7M | $0 | 5 | -- |
| Mar 2009 | $98.1M | $98.1M | $0 | 5 | -- |
| Mar 2008 | $114.4M | $114.4M | $0 | 5 | -- |
| Mar 2007 | $95.6M | $95.6M | $0 | 5 | -- |
| Mar 2006 | $82.7M | $82.7M | $0 | 5 | -- |
| Sep 2005 | $82M | $82M | $0 | 5 | -- |
| Jun 2004 | $95.9M | $95.9M | $0 | 5 | -- |
| Mar 2004 | $95.9M | $95.9M | $0 | 5 | -- |
| Mar 2002 | $69.1M | $69.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$205.6M
Discretionary$204.5M
Non-Disc.$1.1M
Employees2
Clients70
DateMar 2024
Total AUM$183.4M
Discretionary$182.1M
Non-Disc.$1.4M
Employees2
Clients73
DateSep 2023
Total AUM$177.8M
Discretionary$176.4M
Non-Disc.$1.4M
Employees2
Clients72
DateMar 2023
Total AUM$163M
Discretionary$161.6M
Non-Disc.$1.4M
Employees3
Clients72
DateMar 2022
Total AUM$159.9M
Discretionary$157.9M
Non-Disc.$1.9M
Employees3
Clients71
DateFeb 2021
Total AUM$136.4M
Discretionary$133.1M
Non-Disc.$3.3M
Employees3
Clients73
DateJun 2020
Total AUM$121.2M
Discretionary$119.6M
Non-Disc.$1.6M
Employees3
Clients73
DateFeb 2020
Total AUM$121.2M
Discretionary$119.6M
Non-Disc.$1.6M
Employees3
Clients73
DateMay 2012
Total AUM$50.9M
Discretionary$48.6M
Non-Disc.$2.3M
Employees1
Clients26
DateMar 2012
Total AUM$50.9M
Discretionary$48.6M
Non-Disc.$2.3M
Employees1
Clients26
DateMar 2012
Total AUM$50.9M
Discretionary$48.6M
Non-Disc.$2.3M
Employees1
Clients26
DateMar 2010
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$69.1M
Discretionary$69.1M
Non-Disc.$0
Employees5
Clients--