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Alight Financial Advisors LLC
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CRD # | 158744 |
SEC # | 801-72679 |
CIK # | |
AUM | $32.1 BB (2024-06-24) |
Employees | 60 (83% Investors, 67% Brokers) |
Phone | 866-560-7256 |
Address | 9335 Harris Corners Parkway Charlotte, NC 28269 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 228,318 | 32.1 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 228,318 | 32.1 |
By Discretionary | ||
Discretionary | 228,318 | 32.1 |
Non-Discretionary | 0 | 0.0 |
Total | 228,318 | 32.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 32.1 | |
Total | 228,318 | 32.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mainstay Capital Management LLC
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|
MI | 4.0 |
Stash Investments LLC
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|
NY | 3.3 |
Maseco LLP
✚
|
3.3 | |
Bogart Wealth LLC
✚
|
VA | 2.6 |
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 2.6 |
Roffman Milller Associates Inc
✚
|
PA | 2.5 |
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2.4 |
The Retirement Planning Group LLC
✚
|
KS | 2.3 |
Key Financial Inc
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|
PA | 2.2 |
Baltimore-Washington Financial Advisors Inc
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|
MD | 1.9 |