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Building 2ALIGN FINANCIAL, LLC

Map pinHERMANTOWN, MN
Phone218-336-2506
NotebookSEC #801-132137
Total AUM
$433.7M
Employees
5
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4960 MILLER TRUNK HWY
#600
HERMANTOWN
MN 55811
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
218-336-2506
Other Offices
5

ReceiptFinancials

Total AUM
$433.7M
Accounts
753
Discretionary
$433.7M
Accounts
753
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$59.8M
HNW Individual Clients
105
AUM
$374M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAMAMNNENYOHORTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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