A
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-15-2009
- Office Locations
- 1
Office Locations
3317 Woodworth AVE Thousand Oaks CA
About Align Investment Advisors, LLC
Align Investment Advisors, LLC is a Thousand Oaks-based RIA. The firm has been operating for 17 years. Managing $2.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$666.7K AVG AUM / CLIENT
17 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Owner & Executives
C
CHANGQIN C. YOU
Managing Member, Owner
- CRD
- #5669108
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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