ALIGN IMPACT, LLC

429 Santa Monica Blvd #500
Santa Monica, California 90401
Tel: 805-243-8055

About ALIGN IMPACT, LLC

ALIGN IMPACT, LLC, formally registered with the SEC as ALIGN IMPACT, LLC. The firm was established in 05/01/2015. They have over 3 offices throughout the country.

ALIGN IMPACT, LLC is a Santa Monica, California based Financial Planning firm with nearly $728,383,306 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	176516
SEC#	801-96173
Assets Managed by Firm	$728,383,306
No. of Clients	47
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$728,383,306
High net worth individuals	28	$521,596,031
Charitable organizations	16	$171,442,066

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