Alder Financial Group

  • Investment Bank/Securities Brokerage
  • Atlanta GA
  • 3 employees
  • Investment Management
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Company Overview

Headquarters
300 Galleria Pkwy Suite 600, Atlanta GA
Website
alderfinancial.com
Phone
(877) 249-2629
Employees
3
Founded in
1996
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$3B

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Who is Alder Financial Group

Alder Financial Group is a Fee-Only registered investment advisor and financial planning firm based in Vinings, Georgia. Established in 1996, the firm is a small company with three employees and generates approximately $2.5 million in annual revenue. Alder Financial Group provides comprehensive financial guidance to a diverse clientele across the United States. Their services cater to individuals nearing retirement who are seeking a reliable income stream, as well as small business owners requiring assistance with wealth management. The firm's expertise spans a wide range of financial matters, from tax planning and investment management to navigating complex transactions like business sales. As a fiduciary, Alder Financial Group prioritizes the best interests of its clients above all else. They distinguish themselves in the industry by operating on a fee-only basis, eliminating potential conflicts of interest often associated with commission-based structures. Clients can reach the Alder Financial Group through their website at alderfinancial.com or by contacting them directly.

Alder Financial Group Industry Tags

Comprehensive Financial Planning
Investment Management
Retirement Planning
Fixed Income
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Alder Financial Group Tech Stack

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FAQ

What is the location of Alder Financial Group's headquarters?
The headquarters of Alder Financial Group are situated at 300 Galleria Pkwy Suite 600, Atlanta GA
What is Alder Financial Group's phone number?
Alder Financial Group's contact number is (877) 249-2629.
What is Alder Financial Group's official website?
The official website of Alder Financial Group can be found at alderfinancial.com.
What is Alder Financial Group's current revenue?
As of January 2015, Alder Financial Group's annual revenue reached $3B.
How many employees does Alder Financial Group currently have?
Alder Financial Group employs approximately 3+ people as of January 2015
Which industries is Alder Financial Group primarily operating in?
Alder Financial Group operates in the following industries: Investment Management
What are Alder Financial Group's industry tags?
Alder Financial Group's industry tags include: Comprehensive Financial Planning, Investment Management, Retirement Planning
When was Alder Financial Group founded?
Alder Financial Group was founded in 1996.

Employee Directory

Key Employees

Charles Webb

President

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