Andrew Giannone is a CFA-designated registered investment advisor at Alden Investment Group, based in W. Conshohocken, PA, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428
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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
Andrew works as a training consultant for Forefront Analytics and GKFO, both investment management firms, since May 2022. He dedicates a few hours per week to each role, providing training and explanations to employees.
Employment History
Current Registrations
Alden Investment Group
Alden Capital
Forefront Analytics, LLC
Previous Registrations
Allio Markets, LLCBroker
Allio Advisors
Gkfo, LLC
Alden Capital
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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