Align Advisor Group, LLC
● SEC registered since 2025CRD 336638SEC# 801-134102Vineland, NJ
Reg. AUM
$127.5M
Employees
2
Accounts
472
Location
Vineland, NJ
Align Advisor Group, LLC assets under management
Align Advisor Group, LLC operates as an SEC-registered investment adviser based in Vineland, NJ. The firm has been registered since 2025. It reports $127.5 million in regulatory assets under management and employs 2 people.
Align Advisor Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Stuart Bernhardt Control | Member | 50-75% | 2025 |
| Ryan Francis Lomangino Control | Cco/Member | 50-75% | 2025 |
Frequently asked questions
How much does Align Advisor Group, LLC manage?
Align Advisor Group, LLC reports $127.5 million in regulatory assets under management on its Form ADV.
How many employees does Align Advisor Group, LLC have?
Align Advisor Group, LLC reports 2 employees.
Where is Align Advisor Group, LLC located?
Align Advisor Group, LLC is based in Vineland, NJ and has been SEC-registered since 2025.
Does Align Advisor Group, LLC disclose fund performance?
Align Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3071 E Chestnut Ave, Suite C9, Vineland, NJ 08361 |
| Phone | 856-692-0555 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.5M▲ 15%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$127.5Mregulatory AUM
Discretionary $127.5M