Align Impact, LLC

Align Impact, LLC (CRD# 176516) is a financial advisory firm headquartered in Santa Monica, CA. They manage $8,000,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
429 Santa Monica Blvd #500, Santa Monica, CA 90401
https://www.linkedin.com/company/6396272/
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,142,857
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Align Impact, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer Kenning, financial advisor Santa Monica CA
Jennifer D. Kenning
CRD#: 5637909
429 Santa Monica Blvd #500, Santa Monica, CA 90401
93
Wealthminder
score

Jennifer Kenning (CRD# 5637909) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 8 years of experience in the finance industry.

2
Jordan Miller, financial advisor Santa Monica CA
Jordan M. Miller
CRD#: 6560124
429 Santa Monica Blvd #500, Santa Monica, CA 90401
89
Wealthminder
score

Jordan Miller (CRD# 6560124) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 2 years of experience in the finance industry.

3
Jesse Simmons, financial advisor Santa Monica CA
Jesse L. Simmons
CRD#: 6855510
429 Santa Monica Blvd #500, Santa Monica, CA 90401
87
Wealthminder
score

Jesse Simmons (CRD# 6855510) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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