AA
Aligned Asset Management
State-registered
Investment Adviser
CRD 341768
· Oceanside, CA
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ADV data as of Sep 16, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • SOLICITOR FEES, ASSETS UNDER ADVISEMENT
Services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 16, 2026.
View current Form ADV (SEC/IAPD) ↗