Overview
Assets Under Management: $78 million
High-Net-Worth Clients: 16
Average Client Assets: $4.6 million
Frequently Asked Questions
ALIGNMENT FINANCIAL GROUP 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 #306644), ALIGNMENT FINANCIAL GROUP is subject to fiduciary duty under federal law.
ALIGNMENT FINANCIAL GROUP serves 16 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, ALIGNMENT FINANCIAL GROUP offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ALIGNMENT FINANCIAL GROUP manages $78 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, ALIGNMENT FINANCIAL GROUP serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.07%
Average Client Assets: $4.6 million
Total Client Accounts: 110
Discretionary Accounts: 110
Regulatory Filings
CRD Number: 306644
Filing ID: 2069037
Last Filing Date: 2026-03-25 12:22:54