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ALIGN ADVISOR GROUP, LLC

CRD 336638 · SEC 801-134102

Visit website

3071 E CHESTNUT AVE, SUITE C9, VINELAND, NJ, 08361, United States

Phone

856-692-0555

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$127.5M

Discretionary AUM

$127.5M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals179$55.3M
High net worth individuals31$71.9M

States served

NJ

All web addresses on file

Official SEC filing: View on IAPD