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ALIGN IMPACT, LLC
Tel: 805-243-8055
429 Santa Monica Blvd #500 Santa Monica, California 90401
ALIGN IMPACT, LLC
ALIGN IMPACT, LLC is a Santa Monica, California based financial advisory firm with nearly $728,383,306 in assets under management and provides investment advisory services for 47 clients. There are currently 24 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
176516
SEC#:
801-96173
No. of Clients:
47
Assets under Management
$728,383,306
No. of Advisors:
24
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