Alignment Financial Group, LLC
● SEC registered since 2023CRD 306644SEC# 801-127444
Ranks #5,762 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$77.6M
Fund GAV
$1.6M
Private funds
1
Employees
1
Accounts
110
Location
—
About Alignment Financial Group
Alignment Financial Group specializes in 401(k) plan creation, administration, education, and fiduciary support for small and mid-sized businesses. The firm helps employers delegate plan responsibilities while aiming for lower fees and clearer retirement outcomes for employees.
Summary based on the firm’s website.
Alignment Financial Group, LLC assets under management
Alignment Financial Group, LLC is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $77.6 million in regulatory assets under management and employs 1 people. Alignment Financial Group, LLC manages 1 private fund with combined gross assets of $1.6 million, including Alignment Digital Currency Fund, LP. By regulatory assets, it ranks 5,762 of 5,974 private fund managers.
Alignment Financial Group, LLC private funds
1 funds · $1.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Alignment Digital Currency Fund, LP | Hedge | $1.6M | $250K |
Alignment Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Lawrence Pimental Control | Principal And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Alignment Financial Group, LLC manage?
Alignment Financial Group, LLC reports $77.6 million in regulatory assets under management on its Form ADV.
How many private funds does Alignment Financial Group, LLC manage?
Alignment Financial Group, LLC manages 1 private funds with combined gross assets of $1.6 million.
How many employees does Alignment Financial Group, LLC have?
Alignment Financial Group, LLC reports 1 employees.
Does Alignment Financial Group, LLC disclose fund performance?
Alignment Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (617) 306-3159 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$77.6M▲ 417%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,369 advisers
AUM vs fund managersTop 96%
Larger than 4% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 94%
More than 6% of 16,804 advisers
Assets under management
$77.6Mregulatory AUM
Discretionary $77.6M
Service providers
Auditor
Custodian