The ALIGNMENT FINANCIAL GROUP is a privately held investment adviser that advises $77.6mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ALIGNMENT FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 1,452% over the last 3-years.
The Group has been registered with the SEC for 3.39 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $77.6mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 34 other accounts. Assets of High Net Worth Individuals clients own $73mn or 94.07% of Total Assets and Individuals own $3mn or 3.87% of Total Assets.
The Group's top investment strategies include Digital Assets, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $1.6mn in assets.
The Group discloses management fees.
ALIGNMENT FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.