ALIGNED ADVISORS

ALIGNED ADVISORS of OCEANSIDE, CA is an SEC-registered investment adviser (CRD 173796). Regulatory assets under management: $29.0M.

Registration

• CRD: 173796
• Type: Registered investment adviser
• Location: 1696 ORD WAY, OCEANSIDE, CA, 92056
• Phone: 858-752-7179
• Latest filing: 2026-05-20
• Regulatory AUM: $29.0M
• Non-discretionary AUM: $29.0M
• Clients: 6
• Accounts: 76

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173796 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search