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William Jude Atkins

Investment adviser representative at Alden Investment Group
10 yearsExperience
3 statesRegistered in
$385.7MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Alden Investment GroupNov 2021 to now
  2. Hornor Townsend & Kent IncMay 2018 to Aug 2021
  3. Penn Mutual Life Insurance CoMay 2018 to Aug 2021
  4. MML Investors ServicesMay 2016 to May 2018
  5. MassmutualApr 2016 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 3 states (MD, NJ, NY).

Alden Investment Group

Legal name: Alden Investment Advisors, LLC

$385.7MAssets managed
1,460Clients
39Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5870335
Firm CRD
317077
Advisor's SEC record (opens in a new tab)
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