ALIGNMENT FINANCIAL GROUP

ALIGNMENT FINANCIAL GROUP, LLC

CRD 306644 · SEC 801-127444

Visit website

NH, United States

Phone

(617) 306-3159

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$77.6M

Discretionary AUM

$77.6M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	11	$3.0M
High net worth individuals	16	$73.0M
Pooled investment vehicles	1	$1.6M
Pension/profit sharing plans	34	$0

States served

All web addresses on file

https://alignfg.com/
https://www.linkedin.com/in/dan-pimental-50a54829/

Official SEC filing: View on IAPD