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| Align Financial LLC
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|---|---|
| CRD # | 309238 |
| SEC # | 801-132137 |
| CIK # | 0001632433, 0002089183 |
| AUM | 433.7 M (2026-04-21) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 218-336-2506 |
| Address | 4960 Miller Trunk Hwy Hermantown, MN 55811 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Nvidia Corp | 1.8 | ||
| Amazon Com Inc | 1.5 | ||
| Alphabet Inc | 1.0 | ||
| Visa Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 59.8 |
| (b) Individuals (high net worth individuals) | 105 | 374.0 |
| (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 | 753 | 433.7 |
| By Discretionary | ||
| Discretionary | 753 | 433.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 753 | 433.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.7 | |
| Total | 753 | 433.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001632433] | |
| 13F-HR | [0002089183] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Murphy Middleton Hinkle & Parker Inc
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Sestante Wealth Management LLC
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NE | 433.8 M |
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Santori & Peters Inc
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|
Robinswood Financial LLC
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|
Lisanti Capital Growth LLC
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NY | 432.5 M |