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ALDEN INVESTMENT GROUP

WAYNE, PA · CRD 317077 · IAPD ↗ · 215-572-8700

$385.7MRegulatory AUM
38Advisory reps
43Employees
0Clients
0Planning clients
0Private funds
53States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — ALDEN INVESTMENT GROUP's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
December 2025 — ALDEN INVESTMENT GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
82
April 2025 — ALDEN INVESTMENT GROUP grew from 26 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2024 — ALDEN INVESTMENT GROUP reported RAUM up 40% ($207.3M -> $290.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.