Ishita
Shah
Align Impact, LLC
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About this Advisor
Ishita Shah is a financial advisor based in New York, New York, working with Align Impact, LLC. Ishita has previously held a position at Axa Advisors, LLC. Ishita has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Ishita is part of Align Impact, LLC, which operates out of New York, New York. The firm has 2 offices and 25 employees. The firm manages assets totaling $728.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Align Impact, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Align Impact, LLC Brokerage Details
$728,383,306
25
47
$15,497,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Ishita Shah Work History
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Ishita Shah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Align Impact, LLC
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
New York, NY
Santa Monica, CA
Santa Monica, CA
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