Overview
Assets Under Management: $30.9 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 50
Average Client Assets: $618 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $618 million
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