ALIGN ADVISOR GROUP, LLC

ALIGN ADVISOR GROUP, LLC of VINELAND, NJ is an SEC-registered investment adviser (CRD 336638). Regulatory assets under management: $127.5M.

Registration

• CRD: 336638
• SEC file number: 801-134102
• Type: Registered investment adviser
• Location: 3071 E CHESTNUT AVE, SUITE C9, VINELAND, NJ, 08361
• Phone: 856-692-0555
• Latest filing: 2026-03-29
• Regulatory AUM: $127.5M
• Discretionary AUM: $127.5M
• Clients: 2
• Accounts: 472

Business model

Compensation: % of AUM, Fixed, Subscription.

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

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search