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Lee Albert Calfo

ALDEN INVESTMENT ADVISORS, LLC·WAYNE, Pennsylvania
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37 WEST AVENUE, WAYNE, PA 19087-3226CRD# 4782334Firm CRD# 317077
01

About

Lee Albert Calfo is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with ALDEN INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALDEN INVESTMENT ADVISORS, LLC
ALDEN INVESTMENT GROUP
AUM
$291M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at ALDEN INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4782334
Firm CRD# 317077
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee Albert Calfo offer?
Lee Albert Calfo specializes in Financial Planning, Investment Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Lee Albert Calfo's credentials?
Lee Albert Calfo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Albert Calfo located?
Lee Albert Calfo is based in WAYNE, Pennsylvania, working with ALDEN INVESTMENT ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Lee Albert Calfo charge for services?
Lee Albert Calfo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALDEN INVESTMENT ADVISORS, LLC?
ALDEN INVESTMENT ADVISORS, LLC has approximately 32 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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