RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
STEINBERG, JILL, BRODERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 30, 2016 REGISTERED

Notice Filings (4)

MD NJ NY PA

Address

TWO BALA PLAZA
SUITE 401
BALA CYNWYD, PA 19004-1512
United States
Phone: (610) 664-6100