ALDEN INVESTMENT ADVISORS, LLC

Legal name: ALDEN INVESTMENT GROUP

CRD #317077 SEC #801-122688 WAYNE, PA 215-572-8700

SEC Registered

Total AUM

$319.2M

Discretionary

$285.4M

Employees

Clients

Accounts

978

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 6, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
CALFO, LEE, ALBERT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
MULQUEEN, JOHN, FRANCIS	I	CHIEF OPERATING OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	COMPLIANCE OFFICER	NA	Control
SMITH, KENNETH, RICHARD	I	COMPLIANCE OFFICER	NA	Control
VAN HORN, KAREN, M.	I	CHIEF RISK OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF RISK OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF RISK OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF COMPLIANCE OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF COMPLIANCE OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF COMPLIANCE OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF COMPLIANCE OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF COMPLIANCE OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF COMPLIANCE OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF COMPLIANCE OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF COMPLIANCE OFFICER	NA
VAN HORN, KAREN, M.	I	CHIEF COMPLIANCE OFFICER	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
WILLIAMS, AARON, LEE	I	MANAGING DIRECTOR	NA
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control
ALDEN PARTNERS LLC	DE	OWNER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control
CALFO, LEE, ALBERT	I	ALDEN PARTNERS LLC	D	Control

Registrations

Federal

Dec 6, 2025 REGISTERED

Notice Filings (52)

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Address

37 WEST AVENUE
SUITE 301
WAYNE, PA 19087-3226
United States

Phone: 215-572-8700