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Alight Financial Advisors, LLC

● SEC registered since 2011CRD 158744SEC# 801-72679Charlotte, NC
Export (members)
Reg. AUM
$30.88B
Employees
60
Accounts
197,089
Location
Charlotte, NC

Alight Financial Advisors, LLC assets under management

Alight Financial Advisors, LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2011. It reports $30.9 billion in regulatory assets under management and employs 60 people.
alightfs.comView on SEC.gov ↗

Alight Financial Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Alight Solutions, LLC ControlOwnerOver 75%2017
Jeremy Jason Fritz ControlChief Executive Officer / Managing MemberUnder 5%2013
Matthew Adam Chotkowski ControlChief Compliance OfficerUnder 5%2014
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Frequently asked questions

How much does Alight Financial Advisors, LLC manage?

Alight Financial Advisors, LLC reports $30.9 billion in regulatory assets under management on its Form ADV.

How many employees does Alight Financial Advisors, LLC have?

Alight Financial Advisors, LLC reports 60 employees.

Where is Alight Financial Advisors, LLC located?

Alight Financial Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2011.

Does Alight Financial Advisors, LLC disclose fund performance?

Alight Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9335 Harris Corners Parkway, Suite 150, Charlotte, NC 28269
Phone866-560-7256
Fax847-554-1444
Office hours8:00 a.m. - 6:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$30.88B
Non-discretionary$0
Total (RAUM)$30.88B