Alinea Advisory Services LLC
Alinea Advisory Services LLC is an SEC-registered mass-market adviser with $66.6M assets under management (AUM, regulatory AUM), +430% over one year. See who owns Alinea Advisory Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311782, SEC 801-120032, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $66.6M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Employees
- 10
- Clients
- 115,693
- CRD
- 311782
- Ownership
- Lakhani, Anam; Halimi, Eve; Agrawal, Nkhil; Lakhani, Anam, Imran; ALINEA INVEST INC
How much AUM does Alinea Advisory Services LLC have?
Alinea Advisory Services LLC reported $66.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Alinea Advisory Services LLC?
Disclosed owners and executives of Alinea Advisory Services LLC include Lakhani, Anam, Halimi, Eve, Agrawal, Nkhil, Lakhani, Anam, Imran, ALINEA INVEST INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.