Align Investment Advisors, LLC

Align Investment Advisors, LLC (CRD# 150501) is a financial advisory firm headquartered in Westlake Village, CA. They manage $2,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Align Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Changqin C. You
CRD#: 5669108
2625 Townsgate Road, Suite 330, Westlake Village, CA 91361
90
Wealthminder
score

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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