ALIGN IMPACT, LLC

SANTA MONICA, California·3 registered advisors·CRD# 176516

SEC# 801-961732805-243-8055

01

Firm Overview

AUM

$728M

Regulatory assets under management

Employees

24

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at ALIGN IMPACT, LLC

3 registered advisors

Eric Hayes Stephenson

SANTA MONICA, California

Jennifer Dee Kenning

SANTA MONICA, California

Ronald Dennis Cordes

SANTA MONICA, California

05

Office Locations

SANTA MONICA, California

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Data sourced from SEC Form ADV filings. ALIGN IMPACT, LLC (CRD# 176516) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.