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ALIGN PRIVATE CAPITAL
ALIGN PRIVATE CAPITAL
SARASOTA, Florida
·
5 registered advisors
·
CRD# 304506
SEC# 801-117483
1
917-365-9073
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at ALIGN PRIVATE CAPITAL
5 registered advisors
Anna Maria Nekoranec
SARASOTA, Florida
CRD# 2081545
David Shoemaker
SARASOTA, Florida
CRD# 7177410
Mark Anthony Mattheys
SARASOTA, Florida
CRD# 2946820
Robert Groesbeck Blabey
SARASOTA, Florida
CRD# 2754291
Stefanie Stannard
NAPLES, Florida
CRD# 3248945
05
Office Locations
SARASOTA, Florida
4 advisors
NAPLES, Florida
1 advisor
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Data sourced from SEC Form ADV filings. ALIGN PRIVATE CAPITAL (CRD# 304506) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.