Align Financial Advisors, LLC
Align Financial Advisors, LLC is an SEC-registered ria with $61.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Align Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333905, data through 2025-07-31.
- AUM (assets under management / regulatory AUM)
- $61.1M (2025-07-31)
- Firm type
- Ria
- Employees
- 3
- CRD
- 333905
- Ownership
- MARTIN, KARLA, JEANNENE; Sandt, Jeffrey, C; GIVENS, LORI, BETH
How much AUM does Align Financial Advisors, LLC have?
Align Financial Advisors, LLC reported $61.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-07-31).
Who owns Align Financial Advisors, LLC?
Disclosed owners and executives of Align Financial Advisors, LLC include MARTIN, KARLA, JEANNENE, Sandt, Jeffrey, C, GIVENS, LORI, BETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.