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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2021
- Office Locations
- 4
Office Locations
About Retire Agile
Align Financial is an independent wealth management and financial planning firm serving individuals and families through major life transitions such as divorce, retirement, loss, and marriage. The team emphasizes values- and priorities-based planning and coordinates with a network of CPAs, attorneys, and other specialists to support clients’ broader needs. Founder Tanya Nichols previously chaired the CFP Board’s Council on Examinations. Custody relationships include Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
TANYA LYNN NICHOLS
Chief Compliance Officer, Managing Member, President
- CRD
- #4005676
- Ownership
- 25% but less than 50%
ROGER PATRICK WHITNEY
Managing Member
- CRD
- #2159694
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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TROY FREDRICK KATTERHEINRICH
--
- CRD
- #6992661
Scott Edward Sanborn
--
- CRD
- #7566381
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $433,731,160 | $576,004 |
| Non-Discretionary | $0 | -- |
| Total | $433,731,160 | $576,004 |
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Separately Managed Accounts
Total SMA Asset: $433,731,160
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,980,039,628 | 29.6% |
| U.S. Government/Agency | $1,458,272,429 | 21.8% |
| Cash | $1,270,971,383 | 19.0% |
| Equity - Exchange | $1,980,039,627 | 29.6% |
| Total | $6,689,323,067 | 100.0% |