$77.6M Total AUM
$77.6M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-13-2023
- Office Locations
- 1
Office Locations
-- Exeter NH
About Alignment Financial Group
Alignment Financial Group is a Exeter-based RIA. The firm has been operating for 3 years. Managing $77.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$77.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Accredited Investors
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Asset Classes
Matrix wave Crest Wave Fusion
Client Personas
Vertex Vital north
Custodian
Foundation Foundation meridian
Investment Themes
Ridge Crest
Investment Vehicles
Zenith
Services
Pathway crest Momentum Timber Value peak
Owner & Executives
D
DANIEL LAWRENCE PIMENTAL
Chief Compliance Officer, PRINCIPAL
- CRD
- #2196343
- Ownership
- 75% or more
(238) 653-7829
catalyst.oak@legacycapital.com
in linkedin.com/in/wave-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,600,000 | $705,455 |
| Non-Discretionary | $0 | -- |
| Total | $77,600,000 | $705,455 |
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Separately Managed Accounts
Total SMA Asset: $76,000,000
Equity - Exchange:
29.5% Cash:
16.0% Municipal Bonds:
54.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,083,508,589 | 29.5% |
| Cash | $587,665,676 | 16.0% |
| Municipal Bonds | $2,001,736,207 | 54.5% |
| Total | $3,672,910,472 | 100.0% |