WALDEN CAPITAL ADVISORS, LLC
CRD #142292 SEC #801-67261 BALA CYNWYD, PA (610) 664-6100
SEC Registered
Total AUM
$132.3M
Discretionary
$132.3M
Employees
5
Clients
--
Accounts
358
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $132.3M | $132.3M | $0 | 5 | 26 |
| Mar 2015 | $125.6M | $125.6M | $0 | 5 | 26 |
| May 2014 | $116.5M | $116.5M | $0 | 4 | 26 |
| Mar 2014 | $116.5M | $116.5M | $0 | 4 | 26 |
| Jan 2014 | $102.7M | $102.7M | $0 | 3 | 26 |
| Mar 2013 | $102.7M | $102.7M | $0 | 3 | 26 |
| Mar 2013 | $102.7M | $102.7M | $0 | 3 | 26 |
| Mar 2012 | $93.2M | $93.2M | $0 | 1 | 26 |
| Mar 2011 | $89.3M | $89.3M | $0 | 5 | -- |
| Mar 2010 | $77.1M | $77.1M | $0 | 5 | -- |
| Mar 2008 | $81.6M | $81.6M | $0 | 5 | -- |
| Jan 2008 | $65.8M | $65.8M | $0 | 5 | -- |
| Nov 2007 | $65.8M | $65.8M | $0 | 5 | -- |
| Mar 2007 | $65.8M | $65.8M | $0 | 5 | -- |
DateMar 2016
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees5
Clients26
DateMar 2015
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients26
DateMay 2014
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients26
DateJan 2014
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$89.3M
Discretionary$89.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees5
Clients--