Falists
← Back to search

ALIGN FINANCIAL PLANNING

ALIGN FINANCIAL PLANNING, LLC

CRD 324318

Visit website

175 E NEW HAMPSHIRE AVE, SOUTHERN PINES, NC, 28387, United States

Phone

830-998-9006

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$2.8M

Discretionary AUM

$2.8M

Team

1 total employees; 1 advisory reps; 7 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals13$1.4M
High net worth individuals1$1.4M
Corporations/business entities1$15K

All web addresses on file

Official SEC filing: View on IAPD