Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
56 clients
Average Client Portfolio
$14.0M average
Assets Under Management
$782.3M

Fee Structure

Minimum Annual Fee:$50,000
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Location

60 East 42nd Street, Suite 3130, New York, NY, 10165

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Align Impact, LLC
April 2025 - Present · 10 mos
State Registrations3 states
CACONY
Advisor
Exams
No exam information available for this advisor.
Evelina Durlind - Financial Advisor | TrueAdvisor