Alignment Financial Group
Alignment Financial Group is an SEC-registered asset manager with $77.6M assets under management (AUM, regulatory AUM), +417% over one year. See who owns Alignment Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306644, SEC 801-127444, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $77.6M (2026-03-25)
- Firm type
- Asset Manager
- Employees
- 1
- Clients
- 62
- CRD
- 306644
- Ownership
- PIMENTAL, DANIEL, LAWRENCE
How much AUM does Alignment Financial Group have?
Alignment Financial Group reported $77.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Alignment Financial Group?
Disclosed owners and executives of Alignment Financial Group include PIMENTAL, DANIEL, LAWRENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.