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RETIRE AGILE

ALIGN FINANCIAL, LLC

CRD 309238 · SEC 801-132137

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4960 MILLER TRUNK HWY, #600, HERMANTOWN, MN, 55811, United States

Phone

218-336-2506

Fax

218-461-3506

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$433.7M

Discretionary AUM

$433.7M

Team

5 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-21

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals83$59.8M
High net worth individuals105$374.0M

States served

CA, CO, GA, MA, MN, NE, NY, OH, OR, VA, WI, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD