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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.