Aligning Wealth
Aligning Wealth (CRD# 314838) is a financial advisory firm headquartered in , . They manage $983,903 in 18 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Aligning Wealth
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$54,661
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY, TX
Financial Advisors at Aligning Wealth
1
Jenna Vanleeuwen (CRD# 6560683) is an Investment Advisor Representative working at Aligning Wealth in Jersey City, NJ and has over 8 years of experience in the finance industry.
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