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Align Financial Advisors, LLC

CRD 333905SEC# 801-131581McKinney, TX
Export (members)
No longer SEC-registered. Align Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$61.1M
Employees
3
Accounts
254
Location
McKinney, TX

Align Financial Advisors, LLC assets under management

Align Financial Advisors, LLC is an investment advisory firm registered with the SEC based in McKinney, TX. It reports $61.1 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Align Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey C Sandt ControlCo-Owner/Advisor25-50%2024
Karla Jeannene Martin ControlCo-Owner/Advisor25-50%2024
Lori Beth Givens ControlCo-Owner/Advisor/Cco25-50%2024

Frequently asked questions

How much does Align Financial Advisors, LLC manage?

Align Financial Advisors, LLC reports $61.1 million in regulatory assets under management on its Form ADV.

How many employees does Align Financial Advisors, LLC have?

Align Financial Advisors, LLC reports 3 employees.

Where is Align Financial Advisors, LLC located?

Align Financial Advisors, LLC is based in McKinney, TX.

Does Align Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address6401 Eldorado Pkwy, Suite 420, McKinney, TX 75070
Office hours5-Sep
Discloses disciplinary historyNo

Assets under management

Discretionary$56.8M
Non-discretionary$4.3M
Total (RAUM)$61.1M