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ALDER FINANCIAL GROUP INC
CRD 108837 · SEC 801-118253
300 GALLERIA PKWY, SUITE 600, ATLANTA, GA, 30339, United States
Phone
770-563-8207
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.1M
Discretionary AUM
$224.1M
Team
3 total employees; 3 advisory reps; 68 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $10.9M |
| High net worth individuals | 46 | $212.6M |
States served
AL, GA
All web addresses on file
Official SEC filing: View on IAPD