Overview
Assets Under Management: $128 million
Headquarters: VINELAND, NJ
High-Net-Worth Clients: 31
Average Client Assets: $2.3 million
Frequently Asked Questions
ALIGN ADVISOR GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336638), ALIGN ADVISOR GROUP, LLC is subject to fiduciary duty under federal law.
ALIGN ADVISOR GROUP, LLC is headquartered in VINELAND, NJ.
ALIGN ADVISOR GROUP, LLC serves 31 high-net-worth clients according to their SEC filing dated March 29, 2026. View client details ↓
According to their SEC Form ADV, ALIGN ADVISOR GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ALIGN ADVISOR GROUP, LLC manages $128 million in client assets according to their SEC filing dated March 29, 2026.
According to their SEC Form ADV, ALIGN ADVISOR GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.38%
Average Client Assets: $2.3 million
Total Client Accounts: 472
Discretionary Accounts: 472
Regulatory Filings
CRD Number: 336638
Filing ID: 2086366
Last Filing Date: 2026-03-29 17:56:36