ALIGN FINANCIAL ADVISORS, LLC
CRD #333905 SEC #801-131581 MCKINNEY, TX 214-519-8750
SEC Registered
Total AUM
$61.1M
Discretionary
$56.8M
Employees
3
Clients
10
Accounts
254
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $61.1M | $56.8M | $4.3M | 3 | 0 |
| Jul 2025 | $61.1M | $56.8M | $4.3M | 3 | 0 |
| Jun 2025 | $61.1M | $56.8M | $4.3M | 3 | 0 |
| Apr 2025 | $61.1M | $56.8M | $4.3M | 3 | 0 |
| Feb 2025 | $39.5M | $36.3M | $3.2M | 3 | 0 |
| Dec 2024 | $0 | $0 | $0 | 3 | 0 |
| Dec 2024 | $0 | $0 | $0 | 3 | 0 |
| Nov 2024 | $0 | $0 | $0 | 3 | 0 |
| Nov 2024 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$61.1M
Discretionary$56.8M
Non-Disc.$4.3M
Employees3
Clients0
DateJul 2025
Total AUM$61.1M
Discretionary$56.8M
Non-Disc.$4.3M
Employees3
Clients0
DateJun 2025
Total AUM$61.1M
Discretionary$56.8M
Non-Disc.$4.3M
Employees3
Clients0
DateApr 2025
Total AUM$61.1M
Discretionary$56.8M
Non-Disc.$4.3M
Employees3
Clients0
DateFeb 2025
Total AUM$39.5M
Discretionary$36.3M
Non-Disc.$3.2M
Employees3
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0