Align Impact LLC
Legal Name: ALIGN IMPACT, LLC
Full Contact Details
Align Impact LLC
429 SANTA MONICA BLVD #500, SANTA MONICA, CA
323-886-0947
323-886-0947
Other Info
ALIGN IMPACT, LLC is a Delaware-based Limited Liability Company with four employees, including two advisory roles. It has been serving eight clients since its registration with the SEC on May 1, 2015. The company's approved status indicates its commitment to providing quality financial advisory services.
Align Impact - Your Impact Partner
Align Impact serves as an independent specialized impact advisor to high net worth families, individuals, and foundations. We envision a world that works for all of humanity, impact investing has the power to help realize that vision.
Direct Owners
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ABACUS WEALTH PARTNERS, LLC
MEMBER owns more than 5% but less than 10%
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BRENTON WARWICK KESSEL
MANAGING MEMBER owns less than 5%
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DENNIS MICHAEL KELLEHER
CHIEF COMPLIANCE OFFICER owns less than 5%
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JENNIFER DEE KENNING
MANAGING MEMBER owns more than 25% but less than 50%
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JONATHAN DANIEL BRUCE
PRESIDENT owns less than 5%
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CORDES FOUNDATION
MEMBER owns more than 5% but less than 10%
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THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION
MEMBER owns more than 5% but less than 10%
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THE MILLER FAMILY 2007 TRUST
MEMBER owns more than 5% but less than 10%
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THE RAFAEL LIVING TRUST
MEMBER owns more than 5% but less than 10%
Indirect Owners
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ABACUS WEALTH MANAGEMENT, INC
MEMBER owns more than 25% but less than 50%
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BRENTON WARWICK KESSEL
SHAREHOLDER OF ABACUS WEALTH MANAGEMENT, INC owns more than 25% but less than 50%
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SHERMAN FINANCIAL, INC
MEMBER owns more than 25% but less than 50%
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SPENCER DAVID SHERMAN
MANAGING MEMBER owns more than 25% but less than 50%
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ELIZABETH JACOBSEN
OWNER owns more than 50% but less than 75%
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ELIZABETH RAFAEL
OWNER owns 75% or more
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ERIC MEISSNER
OWNER/ DIRECTOR OF CUSTOM INVESTMENTS owns more than 50% but less than 75%
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ERICC THOMAS JACOBSEN
OWNER owns more than 50% but less than 75%
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GABRIEL DICLERICO
OWNER, SECRETARY AND TREASURER owns more than 50% but less than 75%
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JEFFREY MILLER
OWNER owns more than 50% but less than 75%
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KAREN MILLER
OWNER owns more than 50% but less than 75%