CRD: 333905
Align Financial Advisors, LLC
$73.6M Total AUM
$63.1M Disc. AUM
-- 3Y CAGR
3 Employees
93 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-05-2024
- Office Locations
- 3
Office Locations
6401 Eldorado Pkwy Suite 420 Mckinney TX
-- Fairview TX
-- Mckinney TX
About Align Financial Advisors, LLC
Align Financial Advisors, LLC is a Texas-registered RIA providing personalized investment guidance and holistic financial planning for individuals, families, and retirees, with retirement, tax optimization, and estate planning support. Client portal access, with custody support via Schwab Alliance and planning through RightCapital.
Team overview
58 AVG AGE
$24.5M AVG AUM / ADVISOR
$791.6K AVG AUM / CLIENT
1.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
LORI BETH GIVENS
ADVISOR, Chief Compliance Officer, Co-Owner
- CRD
- #6145137
- Ownership
- 25% but less than 50%
Available
Available
Available
KARLA JEANNENE MARTIN
Advisor, Co-Owner
- CRD
- #7977600
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,097,257 | $232,873 |
| Non-Discretionary | $10,524,846 | $428,849 |
| Total | $73,622,103 | $240,589 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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