ALIGNMENT FINANCIAL GROUP, LLC
Legal name: ALIGNMENT FINANCIAL GROUP
CRD #306644 SEC #801-127444 (617) 306-3159
SEC Registered Private Funds
Total AUM
$15M
Discretionary
$15M
Employees
1
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PIMENTAL, DANIEL, LAWRENCE | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIMENTAL, DANIEL, LAWRENCE | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIMENTAL, DANIEL, LAWRENCE | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIMENTAL, DANIEL, LAWRENCE | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIMENTAL, DANIEL, LAWRENCE | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIMENTAL, DANIEL, LAWRENCE | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIMENTAL, DANIEL, LAWRENCE | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| PIMENTAL, DANIEL, LAWRENCE | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (3)
MA ME NH
Address
Phone: (617) 306-3159