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ALIGNMENT GROWTH

NEW YORK, NY · CRD 319136 · IAPD ↗ · alignmentgrowth.com · (917) 848-3552

$593.2MRegulatory AUM
9Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — ALIGNMENT GROWTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — ALIGNMENT GROWTH crossed $500M in regulatory AUM ($391.0M -> $593.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
August 2025 — ALIGNMENT GROWTH (NEW YORK, NY) is newly SEC-registered with $391.0M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.