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ALIGN IMPACT, LLC
CRD 176516 · SEC 801-96173
1001 BANNOCK ST, 3RD FLOOR, DENVER, CO, 80204, United States
Phone
805-243-8055
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$715.4M
Discretionary AUM
$382.9M
Team
20 total employees; 11 advisory reps; 15 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | $523.1M |
| Pooled investment vehicles | 3 | $43.2M |
| Charitable organizations | 10 | $94.5M |
| Other investment advisers | 9 | $54.6M |
States served
CO, ID, NY, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD