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ALIGN INVESTMENT ADVISORS, LLC
CRD 150501
3317 WOODWORTH AVE, THOUSAND OAKS, CA, 91362, United States
Phone
8053004886
Fax
805-512-7236
Registration
— (—)
Source
State registered
Total AUM
$2.0M
Discretionary AUM
$2.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD