ALIGN FINANCIAL SOLUTIONS

ALIGN FINANCIAL SOLUTIONS is an SEC-registered investment adviser (CRD 329945). Regulatory assets under management: $22.4M.

Registration

• CRD: 329945
• Type: Registered investment adviser
• Phone: 201-655-6572
• Latest filing: 2026-06-05
• Regulatory AUM: $22.4M
• Discretionary AUM: $22.4M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329945 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search