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ALIGN FINANCIAL ADVISORS, LLC
CRD 333905 · SEC 801-131581
6401 ELDORADO PKWY, SUITE 420, MCKINNEY, TX, 75070, United States
Phone
214-519-8750
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$73.6M
Discretionary AUM
$63.1M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $17.3M |
| High net worth individuals | 29 | $55.9M |
| Charitable organizations | 1 | $262K |
| Corporations/business entities | 1 | $113K |
All web addresses on file
Official SEC filing: View on IAPD