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- Custodian
- Apex · Goldman Sachs · Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-13-2011
- Office Locations
- 54
Office Locations
About Alight Financial Advisors, LLC
Alight Financial Advisors, LLC provides investment advisory and self-directed brokerage services geared to employees and retirees, with financial planning and retirement-plan support. Portfolios emphasize asset allocation using public funds such as mutual funds, and may incorporate insurance/annuity solutions where appropriate. National footprint across 55 offices and custody relationships including Goldman Sachs and Apex can ease distribution access.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW ADAM CHOTKOWSKI
Chief Compliance Officer
- CRD
- #5233117
- Ownership
- Less than 5%
JEREMY JASON FRITZ
Chief Executive Officer, Managing Member
- CRD
- #3261871
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jason Andrew Akers
Financial Professional
- CRD
- #6980195
Michael Armenini
--
- CRD
- #8143640
Showing 2 of 65 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,054,902,000 | $178,891 |
| Non-Discretionary | $0 | -- |
| Total | $35,054,902,000 | $178,891 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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