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).

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 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 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 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 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
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
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 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 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 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
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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