Overview
Assets Under Management: $30.9 billion
Headquarters: CHARLOTTE, NC
Frequently Asked Questions
ALIGHT FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158744), ALIGHT FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
ALIGHT FINANCIAL ADVISORS, LLC is headquartered in CHARLOTTE, NC.
According to their SEC Form ADV, ALIGHT FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ALIGHT FINANCIAL ADVISORS, LLC manages $30.9 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, ALIGHT FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Total Client Accounts: 197,089
Discretionary Accounts: 197,089
Regulatory Filings
CRD Number: 158744
Filing ID: 1973437
Last Filing Date: 2025-03-31 12:38:00
Website: https://alight.com