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ALIGN IMPACT, LLC
DENVER, CO
805-243-8055
SEC #801-96173Total AUM
$715.4M
Employees
20Clients
53Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1001 BANNOCK ST
3RD FLOOR
DENVER
CO 80204
United States
3RD FLOOR
DENVER
CO 80204
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
805-243-8055
Other Offices
14
Financials
Total AUM
$715.4M
Accounts
138Discretionary
$382.9M
Accounts
130Non-Discretionary
$332.5M
Accounts
8
Clients
HNW Individual Clients
31AUM
$523.1M
Pooled Vehicle Clients
3AUM
$43.2M
Charitable Organization Clients
10AUM
$94.5M
Investment Advisor Clients
9AUM
$54.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
COIDNCNYTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.