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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $315M | $15M | $300M | 1 | 0 |
| Nov 2024 | $315.7M | $15M | $300.7M | 1 | 0 |
| Mar 2024 | $315.7M | $15M | $300.7M | 1 | 0 |
| Dec 2023 | $285M | $0 | $285M | 1 | 0 |
| Apr 2023 | $0 | $0 | $0 | 1 | 0 |
| Mar 2023 | $0 | $0 | $0 | 1 | 0 |
| Feb 2023 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$315M
Discretionary$15M
Non-Disc.$300M
Employees1
Clients0
DateNov 2024
Total AUM$315.7M
Discretionary$15M
Non-Disc.$300.7M
Employees1
Clients0
DateMar 2024
Total AUM$315.7M
Discretionary$15M
Non-Disc.$300.7M
Employees1
Clients0
DateDec 2023
Total AUM$285M
Discretionary$0
Non-Disc.$285M
Employees1
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0