Align Advisor Group, LLC - Investment Advisers

About Align Advisor Group, LLC

Align Advisor Group, LLC is an investment adviser headquartered in Vineland, New Jersey, and is one of the investment advisers in New Jersey in the registry. Its regulatory assets under management are reported at $127.54 million, and the firm has two employees. The firm says it works with high-net-worth individuals and families, retirement plan participants, and small business owners and investors. Its listed services include wealth management, retirement goal-setting, business strategies, tax strategy, and estate strategy. Its retirement work focuses on helping plan participants understand their workplace benefits and make better use of the savings they contribute, using financial planning and asset allocation. The firm describes tailoring each client's strategy to their goals and staying involved from planning through execution and follow-up. It is also listed in the directory of US investment advisers, and prospective clients are invited to contact the office by email or phone.

Key Facts

Assets Under Management

$127.54M

Employees

2

SEC File Number

801-134102