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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Align Financial Advisors LLC
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|---|---|
| CRD # | 333905 |
| SEC # | 801-131581 |
| CIK # | |
| AUM | $61.1 M (2025-07-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 214-519-8750 |
| Address | 6401 Eldorado Pkwy Mckinney, TX 75070 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 16.5 |
| (b) Individuals (high net worth individuals) | 25 | 44.4 |
| (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 | 1 | 0.2 |
| (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 | 254 | 61.1 |
| By Discretionary | ||
| Discretionary | 244 | 56.8 |
| Non-Discretionary | 10 | 4.3 |
| Total | 254 | 61.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 61.1 | |
| Total | 254 | 61.1 |
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|---|---|---|
|
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✚
|
NY | 0.1 |
|
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NY | 0.1 |
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0.1 | |
|
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|
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|
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|
NY | 0.1 |
|
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|
NY | 0.1 |
|
Parlin Advisors LLC
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|
NY | 0.1 |
|
Minerva Wealth Advisory LLC
✚
|
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