Alder Financial Group Inc (Atlanta)

Name: Alder Financial Group Inc
Address: 300 Galleria Pkwy, Atlanta, GA, 30339
Telephone: 877-249-2629

Alder Financial Group Inc is a mid-sized advisory firm based in Atlanta. It manages $50.88 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama and Georgia.

Alder Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Alder Financial Group: assets under management

The assets under management (AUM) of Alder Financial Group Inc is $50.88 million. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48.6 million in discretionary accounts and $2.28 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $202.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $91.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alder Financial Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Alder Financial Group Inc

Charles Hemphill Webb has been acting as President since 1 Sep 1995. Aimee C Bennett joined the executive team most recently as the Financial Analyst.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Hemphill Webb	President	1 Sep 1995	25% - 50%	1711187
Bruce Alan Gaylor	Secretary	1 Aug 1998	25% - 50%	1960863
Aimee C Bennett	Financial analyst	1 May 1999	Other	4367962

Based in Atlanta

The principal office where Alder Financial Group Inc performs its advisory services is located at 300 Galleria Pkwy, Atlanta, GA 30339, which is also the mailing address of the firm. An additional office of the firm is in Birmingham, AL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-249-2629 or by fax 770-857-2670. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at alderfinancial.com.