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Alder Financial Group Inc

● SEC registered since 2020CRD 108837SEC# 801-118253Atlanta, GA
Export (members)
Reg. AUM
$205.6M
Employees
2
Accounts
249
Location
Atlanta, GA

Alder Financial Group Inc assets under management

Alder Financial Group Inc is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2020. It reports $205.6 million in regulatory assets under management and employs 2 people.
alderfinancial.comView on SEC.gov ↗

Alder Financial Group Inc owners & executives

2 reported
NameTitleOwnershipSince
Charles Hemphill Webb ControlPresident/Chief Compliance OfficerOver 75%1995
Lorraine M Eason ControlExec Vp / Secretary10-25%2023

Frequently asked questions

How much does Alder Financial Group Inc manage?

Alder Financial Group Inc reports $205.6 million in regulatory assets under management on its Form ADV.

How many employees does Alder Financial Group Inc have?

Alder Financial Group Inc reports 2 employees.

Where is Alder Financial Group Inc located?

Alder Financial Group Inc is based in Atlanta, GA and has been SEC-registered since 2020.

Does Alder Financial Group Inc disclose fund performance?

Alder Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Galleria Pkwy, Suite 600, Atlanta, GA 30339
Phone770-563-8207
Office hours9:00 - 5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$204.5M
Non-discretionary$1.1M
Total (RAUM)$205.6M