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Building 2ALIGN ADVISOR GROUP, LLC

Map pinVINELAND, NJ
Phone856-692-0555
NotebookSEC #801-134102
Total AUM
$127.5M
Employees
2
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3071 E CHESTNUT AVE, SUITE C9
VINELAND
NJ 08361
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
856-692-0555

ReceiptFinancials

Total AUM
$127.5M
Accounts
472
Discretionary
$127.5M
Accounts
472
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
179
AUM
$55.3M
HNW Individual Clients
31
AUM
$71.9M
Charitable Organization Clients
1
AUM
$388.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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

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