A
$29.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
6 Employees
112 ADV. Clients
11 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2015
- Office Locations
- 1
Office Locations
1696 ORD WAY Oceanside CA
About Aligned Advisors
Aligned Advisors is a values-driven California RIA helping families and business owners/entrepreneurs pursue long-term financial security through integrated financial planning and investment management, including tax and estate planning and insurance guidance. Portfolios skew heavily to ETFs with some U.S. government bonds/cash, typically custodied at Fidelity/NFS, with an emphasis on accountable follow-through.
Team overview
43 AVG AGE
$14.5M AVG AUM / ADVISOR
$258.7K AVG AUM / CLIENT
3 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JONATHAN ROBERT MOFFAT
President
- CRD
- #4786167
- Ownership
- 75% or more
Available
Available
Available
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M
MICHAEL ROBERT BELGARD
--
- CRD
- #4932357
Available
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,976,557 | -- |
| Total | $28,976,557 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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