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Karen Miller

ALIGN IMPACT, LLC·SANTA MONICA, California
Unclaimed Profile
429 SANTA MONICA BLVD #500, SANTA MONICA, CA 90401CRD# 7155652Firm CRD# 176516
01

About

Karen Miller is a registered financial advisor based in SANTA MONICA, California, affiliated with ALIGN IMPACT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALIGN IMPACT, LLC
ALIGN IMPACT, LLC
AUM
$728M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at ALIGN IMPACT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7155652
Firm CRD# 176516
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Miller offer?
Karen Miller specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Karen Miller's credentials?
Karen Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Miller located?
Karen Miller is based in SANTA MONICA, California, working with ALIGN IMPACT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Karen Miller charge for services?
Karen Miller's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALIGN IMPACT, LLC?
ALIGN IMPACT, LLC has approximately 24 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANTA MONICA
Jeffrey Miller — ALIGN IMPACT, LLCEs Purandar Das — LANDMARK BANYAN REAL ESTATE ADVISORS LLCTheresa Frances Spath — SIERRA INVESTMENT MANAGEMENT INCAdam Grosser — UP PARTNERS MANAGEMENT COMPANY, LLCRonald Dennis Cordes — ALIGN IMPACT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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