ALIGN EQUITY GROUP
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 332824
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Align Equity Group operates as a limited liability company, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured to offer a range of services that include insurance brokerage and accounting. Align Equity Group does not actively engage in capital allocation and is not classified as a multi-state adviser. The firm does not emphasize ESG (Environmental, Social, and Governance) investing, which may appeal to clients with different investment priorities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Nicholas Ayala
Managing PartnerCRD 7968279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 759 Glouchester St
- Time zone
- ET (UTC-5)
- Office locations
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