Align Impact, LLC is a related adviser based in Santa Monica. It manages $107 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.
Align Impact provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Align Impact, LLC is $107 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4358% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Align Impact, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Jonathan Daniel Bruce is pooled investment vehicles with 44 clients and $80 million of assets under management. Among the 8 most similar advisory firms, Align Impact has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $107 million for 68 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Align Impact doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jonathan Daniel Bruce has been acting as President since 1 Jan 2010. The Miller Family 2007 Trust joined the executive team most recently as the Member.
The principal office where Align Impact, LLC performs its advisory services is located at 429 Santa Monica Blvd #500, Santa Monica, CA 90401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 323-886-0947 or by fax 323-886-0947. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at alignimpact.com.