Overview
Assets Under Management: $434 million
Headquarters: HERMANTOWN, MN
High-Net-Worth Clients: 105
Average Client Assets: $4 million
Frequently Asked Questions
ALIGN FINANCIAL, 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 #309238), ALIGN FINANCIAL, LLC is subject to fiduciary duty under federal law.
ALIGN FINANCIAL, LLC is headquartered in HERMANTOWN, MN.
ALIGN FINANCIAL, LLC serves 105 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, ALIGN FINANCIAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ALIGN FINANCIAL, LLC manages $434 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, ALIGN FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.22
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 753
Discretionary Accounts: 753
Regulatory Filings
CRD Number: 309238
Filing ID: 2047383
Last Filing Date: 2026-02-10 17:25:27