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Building 2ALIGNMENT FINANCIAL GROUP

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Phone(617) 306-3159
NotebookSEC #801-127444
Total AUM
$77.6M
Employees
1
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(617) 306-3159

ReceiptFinancials

Total AUM
$77.6M
Accounts
110
Discretionary
$77.6M
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$3M
HNW Individual Clients
16
AUM
$73M
Pooled Vehicle Clients
1
AUM
$1.6M
Pension/Profit Sharing Plan Clients
34
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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