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Building 2ALIGHT FINANCIAL ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone866-560-7256
NotebookSEC #801-72679
Total AUM
$35.1B
Employees
70
Clients
195,957

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9300 HARRIS CORNERS PARKWAY
SUITE 105
CHARLOTTE
NC 28269
United States
Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
866-560-7256

ReceiptFinancials

Total AUM
$35.1B
Accounts
195,957
Discretionary
$35.1B
Accounts
195,957
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
195,957
AUM
$35.1B

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SET-UP FEES AND RELATED SERVICES

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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