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- Custodian
- Assetmark · Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FrontierValue
- Established Date
- 02-01-2015
- Office Locations
- 1
Office Locations
About Align Impact, LLC
Align Impact is a Denver-based RIA serving retail and institutional clients with values-aligned wealth management and financial planning. It uses a rigorous, evidence-based process that evaluates risk-adjusted returns alongside client impact goals, then monitors financial and impact metrics in parallel. Portfolios may include ETFs and funds across themes like climate, financial inclusion, and community development. Certified B Corp and covered by major financial press.
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Owner & Executives
JENNIFER DEE KENNING
Chief Executive Officer, Co-founder
- CRD
- #5637909
- Ownership
- 25% but less than 50%
Jolyne Kristen Caruso-FitzGerald
Manager
- CRD
- #1001786
- Ownership
- Less than 5%
Prime crest
Focus wave
- CRD
- #92928
- Ownership
- 6.8%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,894,502 | $2,945,342 |
| Non-Discretionary | $332,497,253 | $41,562,157 |
| Total | $715,391,755 | $5,183,998 |
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Separately Managed Accounts
Total SMA Asset: $672,185,400
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $488,077,820 | 19.1% |
| Equity - Exchange | $559,628,495 | 21.9% |
| Public Funds | $580,071,545 | 22.7% |
| Cash | $186,542,832 | 7.3% |
| Municipal Bonds | $426,748,670 | 16.7% |
| Corporate - Investment Grade | $314,311,895 | 12.3% |
| Total | $2,555,381,257 | 100.0% |