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FIRM PROFILE
Overview
J. ALDEN ASSOCIATES, INC. is located at 37 West Ave Suite 301, Wayne, PA 19087 and was first established at Philadelphia, Delaware in 10/30/1995. After operating for 30 years, J. ALDEN ASSOCIATES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of J. ALDEN ASSOCIATES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. J. ALDEN ASSOCIATES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at J. ALDEN ASSOCIATES, INC. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 2 being regulatory events, 1 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access J. ALDEN ASSOCIATES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at J. ALDEN ASSOCIATES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for J. ALDEN ASSOCIATES, INC. Comes From
Understanding the Statistics for J. ALDEN ASSOCIATES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
37 West Ave Suite 301, Wayne, PA 19087
37 West Ave Suite 300, Wayne, PA 19087
Small
(215) 572-8700
Delaware since 10/30/1995
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| CALFO, LEE ALBERT | CEO, PRINCIPAL, RESEARCH PRINCIPAL | 4782334 | |
| CASTLE CREEK LAUNCHPAD FUND I, LP | SHAREHOLDER | ||
| SMITH, KENNETH RICHARD | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MUNICIPAL SECURITIES PRINCIPAL, AMLCO | 2300203 | |
| ENGELBACH, PETER ALDEN | PRESIDENT, PRINCIPAL, OPTIONS PRINCIPAL | 201177 | |
| KINZER, CAROL ANN | FINOP | 4519471 |
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Advisor's working at J. ALDEN ASSOCIATES, INC.
Jason Landry Braatz
Delaina Sue Kucish
Jacqueline M Oprean
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