Align Investment Advisors, LLC
Align Investment Advisors, LLC (CRD# 150501) is a financial advisory firm headquartered in Westlake Village, CA. They manage $3,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Align Investment Advisors, LLC
By the Numbers
-
Total Assets Under Management3MILLION
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Total Number of Accounts3ACCOUNTS
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Average Account Value$1,000,000
Compensation Options
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Align Investment Advisors, LLC
1
Changqin You (CRD# 5669108) is an Investment Advisor Representative working at Align Investment Advisors, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
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