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).

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 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 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 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.

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