INLIGN WEALTH MANAGEMENT, LLC
CRD #120747 SEC #801-61228 PHOENIX, AZ 602-385-3266
SEC Registered
Total AUM
$1.8B
Discretionary
$15.6M
Employees
--
Clients
25
Accounts
787
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2008 | $2.1B | $964.1M | $1.2B | -- | -- |
| Oct 2007 | $1.8B | $15.6M | $1.8B | -- | -- |
| Mar 2007 | $1.8B | $15.6M | $1.8B | -- | -- |
| Jan 2007 | $1.8B | $8.9M | $1.8B | -- | -- |
| Aug 2004 | $573.3M | $0 | $573.3M | -- | -- |
| Mar 2004 | $573.3M | $0 | $573.3M | -- | -- |
DateFeb 2008
Total AUM$2.1B
Discretionary$964.1M
Non-Disc.$1.2B
Employees--
Clients--
DateOct 2007
Total AUM$1.8B
Discretionary$15.6M
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2007
Total AUM$1.8B
Discretionary$15.6M
Non-Disc.$1.8B
Employees--
Clients--
DateJan 2007
Total AUM$1.8B
Discretionary$8.9M
Non-Disc.$1.8B
Employees--
Clients--
DateAug 2004
Total AUM$573.3M
Discretionary$0
Non-Disc.$573.3M
Employees--
Clients--
DateMar 2004
Total AUM$573.3M
Discretionary$0
Non-Disc.$573.3M
Employees--
Clients--