Align Impact, LLC

Align Impact, LLC (CRD# 176516) is a financial advisory firm headquartered in Santa Monica, CA. They manage $205,099,167 in 31 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
429 Santa Monica Blvd #500, Santa Monica, CA 90401
https://www.twitter.com/alignimpact
By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $6,616,102
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
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, CO, NC, NY, TX

Financial Advisors at Align Impact, LLC
Showing 1 - 10 of 12 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

Jennifer Kenning (CRD# 5637909) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 13 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

Jordan Miller (CRD# 6560124) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 6 years of experience in the finance industry.

3
Eric Willskytt, financial advisor Santa Monica CA
Eric F. Willskytt
CRD#: 6756427
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Eric Willskytt (CRD# 6756427) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 5 years of experience in the finance industry.

4
Chloe Barroukh, financial advisor Santa Monica CA
Chloe S. Barroukh
CRD#: 7145236
429 Santa Monica Blvd #500, Santa Monica, CA 90401

Chloe Barroukh (CRD# 7145236) 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
Rahima Jamal, financial advisor Santa Monica CA
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 1 year of experience in the finance industry.

6
Hummayun Javed, financial advisor Santa Monica CA
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.

7
Alison Motroni, financial advisor Santa Monica CA
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 2 years of experience in the finance industry.

8
Shannon Nanry, financial advisor Santa Monica CA
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 1 year of experience in the finance industry.

9
Kevin Russell, financial advisor New York NY
Kevin W. Russell
CRD#: 7475176
60 E 42nd St, Suite 2410, New York, NY 10165

Kevin Russell (CRD# 7475176) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has 1 year of experience in the finance industry.

10
Ishita Shah, financial advisor New York NY
Ishita Shah
CRD#: 5755023
350 Fifth Ave, Suite 5310, New York, NY 10118

Ishita Shah (CRD# 5755023) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has over 2 years of experience in the finance industry.

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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.

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