Align Impact, LLC

Align Impact, LLC (CRD# 176516) is a financial advisory firm headquartered in Santa Monica, CA. They manage $511,938,945 in 58 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    512
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $8,826,534
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NC, NY, TX

Financial Advisors at Align Impact, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Jennifer D. Kenning
CRD#: 5637909
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Jennifer Kenning (CRD# 5637909) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 14 years of experience in the finance industry.

2
Jordan M. Miller
CRD#: 6560124
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Jordan Miller (CRD# 6560124) 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.

3
Paige M. Dickman
CRD#: 7782371
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Paige Dickman (CRD# 7782371) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.

4
Rahima Jamal
CRD#: 7475138
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Rahima Jamal (CRD# 7475138) 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.

5
Hummayun Javed
CRD#: 7247305
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Hummayun Javed (CRD# 7247305) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.

6
Alison E. Motroni
CRD#: 7268242
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Alison Motroni (CRD# 7268242) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 4 years of experience in the finance industry.

7
Shannon C. Nanry
CRD#: 7374068
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Shannon Nanry (CRD# 7374068) 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.

8
Ishita Shah
CRD#: 5755023
60 E. 42nd St, Suite 3130, New York, NY 10165

Ishita Shah (CRD# 5755023) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has over 4 years of experience in the finance industry.

9
Eric H. Stephenson
CRD#: 7246029
60 E. 42nd St, Suite 3130, New York, NY 10165

Eric Stephenson (CRD# 7246029) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has over 4 years of experience in the finance industry.

10
Zachary P. Strom
CRD#: 7537112
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Zachary Strom (CRD# 7537112) 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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