A
$66.6M Total AUM
$47.5M Disc. AUM
308.1% 3Y CAGR
10 Employees
115,693 ADV. Clients
5 yrs Firm Age
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- Custodian
- Drivewealth
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2021
- Office Locations
- 1
Office Locations
46 Howard Street NEW York NY
About Alinea Advisory Services LLC
Alinea Invest is a New York-based retail investing app/RIA offering expert-built, diversified, ETF-based portfolios and automated investing tailored to users’ income, with licensed human advisors and in-app market Q&A/recaps. Accounts are SIPC-protected and use Plaid plus bank-level encryption; brokerage custody via DriveWealth. Recognized as an App Store “App of the Day” with a 4.8-star rating.
Team overview
-- AVG AGE
$66.6M AVG AUM / ADVISOR
$576 AVG AUM / CLIENT
1.6 yrs AVG TENURE
10 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Custodian
Available
Services
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Owner & Executives
Eve Halimi
President
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Anam Imran Lakhani
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7116873
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,531,727 | $551 |
| Non-Discretionary | $19,074,068 | $647 |
| Total | $66,605,795 | $576 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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