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ALIGNPOINT WEALTH
GREEN MOUNTAIN PLANNING
CRD 297295
355 S TELLER ST, SUITE 200, LAKEWOOD, CO, 80226, United States
Phone
7207092202
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.9M
Discretionary AUM
$17.9M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $11.4M |
| High net worth individuals | 9 | $6.4M |
All web addresses on file
Official SEC filing: View on IAPD