Aligned Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1696 Ord Way, Oceanside, California, 920...

Phone Number

(858) 752-7179

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Aligned Advisors

Aligned Advisors is a financial advisory firm that specializes in providing unique strategies and support exclusively for dentists. They focus on helping clients achieve financial security through tailored approaches that align with their personal values and goals. The firm emphasizes collaboration among advisors to ensure effective implementation and accountability in achieving clients' objectives. Aligned Advisors is dedicated to building strong relationships and providing a supportive team to help clients navigate their financial journeys.Explore more
Aligned Advisors's Social MediaPopular SearchesAligned Advisorsaligned advisors LLCAlignedadvisorsAlign Investment AdvisorsAligned Advisor LLCSIC Code 62,628NAICS Code 52,523Show more

Aligned Advisors Org Chart

PhoneEmail
Chad Tennant, President & Chief Operations Officer at Aligned Advisors
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President & Chief Operations Officer

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Administrative Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aligned Advisors

<$5M
1-10
Private
-
2013
Chad Tennant, President & Chief Operations Officer at Aligned Advisors
Chad TennantPresident & Chief Operations Officer
$8.6M
11-50
Private
-
2010
MP
Mindy ParsonsManager, Client Services
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1999
MG
Mary GirardDirector, Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Aligned Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Aligned Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aligned Advisors.

Aligned Advisors Tech Stack

A closer look at the technologies used by Aligned Advisors

Top Finance Companies

Frequently Asked Questions Regarding Aligned Advisors

What is Aligned Advisors's official website?
Aligned Advisors's official website is www.alignedadvisors.com
What is Aligned Advisors's Revenue?
Aligned Advisors's revenue is <$5 Million
What is Aligned Advisors's SIC code?
Aligned Advisors's SIC: 62,628
What is Aligned Advisors's NAICS code?
Aligned Advisors's NAICS: 52,523
How many employees does Aligned Advisors have?
Aligned Advisors has 1-10 employees
What industry does Aligned Advisors belong to?
Aligned Advisors is in the industry of: Finance, Securities Trading
What is Aligned Advisors competition?
Aligned Advisors top competitors include: Ari Wagner - Spartan Wealth Management, Girard Financial Group, Sterling Total Wealth Solutions, Ratcliff Financial Services
What technology does Aligned Advisors use?
Some of the popular technologies that Aligned Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Bullhorn
How do I contact Aligned Advisors?
Aligned Advisors contact info: Phone number: (858) 752-7179 Website: www.alignedadvisors.com
What does Aligned Advisors do?

Aligned Advisors is a financial advisory firm that specializes in providing unique strategies and support exclusively for dentists. They focus on helping clients achieve financial security through tailored approaches that align with their personal values and goals. The firm emphasizes collaboration among advisors to ensure effective implementation... and accountability in achieving clients' objectives. Aligned Advisors is dedicated to building strong relationships and providing a supportive team to help clients navigate their financial journeys.Read More

What are Aligned Advisors social media links?
Aligned Advisors Linkedin page
Is Aligned Advisors a public company?
Aligned Advisors is private company therefore does not currently have an official ticker symbol
See more information about Aligned Advisors

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