Directory of Professional Retirement Planners
National Coverage
Local Professionals
DATALIGN
One Kendall Square
B2201
Cambridge, Massachusetts 02139
Tel: 781-228-5678
About DATALIGN
DATALIGN, formally registered with the SEC as DATALIGN. The firm was established in 12/21/2021. They have over 1 offices throughout the country.
DATALIGN is a Cambridge, Massachusetts based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317004 |
| SEC# | 801-122733 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 18 |
Fee Structure
- Other (REFERRAL FEES)
Advisory Services Provided
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM |
|---|
More Retirement Planning firms in Cambridge, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Cambridge, Massachusetts