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
45
Clients
0
Accounts
978
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $319.2M | $285.4M | $33.8M | 45 | 0 |
| Nov 2025 | $319.2M | $285.4M | $33.8M | 45 | 0 |
| Oct 2025 | $319.2M | $285.4M | $33.8M | 45 | 0 |
| Aug 2025 | $319.2M | $285.4M | $33.8M | 45 | 0 |
| Jun 2025 | $319.2M | $285.4M | $33.8M | 45 | 0 |
| Mar 2025 | $319.2M | $285.4M | $33.8M | 45 | 0 |
| Jan 2025 | $290.9M | $259.9M | $31.1M | 32 | 0 |
| Oct 2024 | $290.9M | $259.9M | $31.1M | 32 | 0 |
| Mar 2024 | $290.9M | $259.9M | $31.1M | 32 | 0 |
| Mar 2024 | $207.3M | $207.3M | $0 | 27 | 0 |
| Feb 2024 | $207.3M | $207.3M | $0 | 27 | 0 |
| Oct 2023 | $207.3M | $207.3M | $0 | 27 | 0 |
| Sep 2023 | $207.3M | $207.3M | $0 | 27 | 0 |
| May 2023 | $207.3M | $207.3M | $0 | 27 | 0 |
| May 2023 | $207.3M | $207.3M | $0 | 27 | 0 |
| May 2023 | $207.3M | $207.3M | $0 | 27 | 0 |
| Apr 2023 | $207.3M | $207.3M | $0 | 27 | 0 |
| Mar 2023 | $207.3M | $207.3M | $0 | 27 | 0 |
| Jan 2023 | $107.5M | $107.5M | $0 | 7 | 0 |
| Jan 2023 | $107.5M | $107.5M | $0 | 7 | 0 |
| Nov 2022 | $107.5M | $107.5M | $0 | 7 | 0 |
| Apr 2022 | $107.5M | $107.5M | $0 | 7 | 0 |
| Mar 2022 | $107.5M | $107.5M | $0 | 7 | 0 |
| Mar 2022 | $107.5M | $107.5M | $0 | 7 | 0 |
| Mar 2022 | $0 | $0 | $0 | 0 | 0 |
DateDec 2025
Total AUM$319.2M
Discretionary$285.4M
Non-Disc.$33.8M
Employees45
Clients0
DateNov 2025
Total AUM$319.2M
Discretionary$285.4M
Non-Disc.$33.8M
Employees45
Clients0
DateOct 2025
Total AUM$319.2M
Discretionary$285.4M
Non-Disc.$33.8M
Employees45
Clients0
DateAug 2025
Total AUM$319.2M
Discretionary$285.4M
Non-Disc.$33.8M
Employees45
Clients0
DateJun 2025
Total AUM$319.2M
Discretionary$285.4M
Non-Disc.$33.8M
Employees45
Clients0
DateMar 2025
Total AUM$319.2M
Discretionary$285.4M
Non-Disc.$33.8M
Employees45
Clients0
DateJan 2025
Total AUM$290.9M
Discretionary$259.9M
Non-Disc.$31.1M
Employees32
Clients0
DateOct 2024
Total AUM$290.9M
Discretionary$259.9M
Non-Disc.$31.1M
Employees32
Clients0
DateMar 2024
Total AUM$290.9M
Discretionary$259.9M
Non-Disc.$31.1M
Employees32
Clients0
DateMar 2024
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees27
Clients0
DateFeb 2024
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees27
Clients0
DateOct 2023
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees27
Clients0
DateSep 2023
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees27
Clients0
DateMay 2023
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees27
Clients0
DateMay 2023
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees27
Clients0
DateMay 2023
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees27
Clients0
DateApr 2023
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees27
Clients0
DateMar 2023
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees27
Clients0
DateJan 2023
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0