ALIGN IMPACT, LLC

RIASEC RegisteredEst. 2015

Total AUM

$715M

Discretionary

$383M

54% of AUM

Avg account

$5.2M

Accounts

138

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 176516
Registered since: May 1, 2015
Website: alignimpact.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI73.12%
Charitable Organizations13.21%
Other Investment Advisers7.63%
Pooled Investment Vehicles6.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Align Impact, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2015. The firm positions itself as a capital allocator serving individuals, families and institutional clients. Its advisory services cover financial planning, discretionary and non‑discretionary portfolio management for individuals and pooled investment vehicles, selection of third‑party advisers, and educational workshops. Align Impact charges a mix of percentage‑of‑AUM, fixed and performance‑based fees and identifies as an active ESG investor. The firm also acts in sponsor/GP and managing‑member capacities for pooled vehicles it oversees.