ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)

1801 Century Park East
Suite 1440
Los Angeles, California 90067
Tel: (310) 795-0622

About ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)

ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM), formally registered with the SEC as ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM). The firm was established in 06/09/2022. They have over 1 offices throughout the country.

ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) is a Los Angeles, California based Financial Planning firm with nearly $168,815,330 assets under management, offering retirement planning & investment advisory services to 311 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321735
SEC#	801-125833
Assets Managed by Firm	$168,815,330
No. of Clients	311
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	311	$168,815,330
Individuals (other than high net worth individuals)	105	$21,022,027
High net worth individuals	99	$136,292,291
Pension and profit sharing plans	6	$9,349,100
Corporations or other businesses	5	$2,151,912

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