ALIGN IMPACT, LLC

SANTA MONICA, California·11 registered advisors·CRD# 176516
SEC# 801-961732805-243-8055
01

Firm Overview

AUM
$728M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
11
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 PlanningInvestment ManagementRetirement Planning
04

Advisors at ALIGN IMPACT, LLC

11 registered advisors
Chintan Panchal
SANTA MONICA, California
Elizabeth Jacobsen
SANTA MONICA, California
Elizabeth Rafael
SANTA MONICA, California
Eric Hayes Stephenson
SANTA MONICA, California
Eric Meissner
SANTA MONICA, California
Gabriel Diclerico
SANTA MONICA, California
Gregory Robert Tanner
SANTA MONICA, California
Jeffrey Miller
SANTA MONICA, California
Jennifer Dee Kenning
SANTA MONICA, California
Karen Miller
SANTA MONICA, California
Ronald Dennis Cordes
SANTA MONICA, California
05

Office Locations

SANTA MONICA, California
11 advisors

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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.