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Ishita Shah

Align Impact, LLC

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About Ishita Shah

Ishita Shah is a registered investment advisor representative with Align Impact, LLC. Ishita is active in the investment advisory industry, and is currently registered in California. Ishita is also registered in New York as a broker. Ishita has been active in the financial services industry since 2010. Ishita has experience working with clients in the charitable organizations, high net worth individuals, and pooled investment vehicles sectors. Align Impact, LLC is a registered investment adviser with headquarters in Santa Monica, California.

Firm Information

Ishita Shah is currently registered with Align Impact, LLC. Align Impact, LLC is an investment advisor registered with the SEC and located in Santa Monica, California. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. Align Impact, LLC manages approximately $728 million in assets for 47 clients, including charitable organizations, high-net-worth individuals, and pooled investment vehicles. The firm does not offer wrap fee programs.
Align Impact, LLC

429 SANTA MONICA BLVD #500

SANTA MONICA, CA 90401

$728.38M

Assets Under Management

29

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ishita Shah’s Registration & Firm History

NY

04/27/2020 - Present

Align Impact, LLC (New York NY)

NJ

03/10/2010 - 08/12/2010

AXA ADVISORS, LLC (WOODBRIDGE NJ)

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Licenses & Designations

IA

Issued 02/11/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ishita Shah.
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