Align Impact, LLC
Align Impact, LLC (CRD# 176516) is a financial advisory firm headquartered in Santa Monica, CA. They manage $728,383,306 in 47 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management728MILLION
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Total Number of Accounts47ACCOUNTS
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Average Account Value$15,497,517
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, ID, NC, NY, PA, TX
Jennifer Kenning (CRD# 5637909) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 14 years of experience in the finance industry.
Paige Dickman (CRD# 7782371) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.
Rahima Jamal (CRD# 7475138) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 2 years of experience in the finance industry.
Hummayun Javed (CRD# 7247305) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.
Alison Motroni (CRD# 7268242) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 4 years of experience in the finance industry.
Shannon Nanry (CRD# 7374068) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has over 2 years of experience in the finance industry.
Ishita Shah (CRD# 5755023) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has over 4 years of experience in the finance industry.
Eric Stephenson (CRD# 7246029) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has over 5 years of experience in the finance industry.
Zachary Strom (CRD# 7537112) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 2 years of experience in the finance industry.
Joseph Ward (CRD# 7703454) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.