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Building 2ALIGN FINANCIAL ADVISORS, LLC

Map pinMCKINNEY, TX
Phone214-519-8750
NotebookSEC #801-131581
Total AUM
$61.1M
Employees
3
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6401 ELDORADO PKWY
SUITE 420
MCKINNEY
TX 75070
United States
Operating Hours
5-Sep
BY APPOINTMENT ONLY
Phone
214-519-8750
Other Offices
3

ReceiptFinancials

Total AUM
$61.1M
Accounts
254
Discretionary
$56.8M
Accounts
244
Non-Discretionary
$4.3M
Accounts
10

ContactClients

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Individual Clients
48
AUM
$16.5M
HNW Individual Clients
25
AUM
$44.4M
Charitable Organization Clients
1
AUM
$234.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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