John Mulqueen is a registered investment advisor at Alden Investment Group, based in Wayne, PA, with 13 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,460 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is up to 2.00% per year. Fees are negotiable. An additional platform reporting fee of 0.05% applies.
Fee Estimator
Location
37 West Avenue, Suite 301, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John provides technology and operations support for AdvizorStack and operations management for BX Partners. These non-investment related activities each take a few hours per week.
Employment History
Current Registrations
Alden Investment Group
Alden Capital
J. Alden Associates, INC.Broker
Previous Registrations
Equalize Capital LLC
Mcg Securities LLCBroker
Bluestone Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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