ALIGHT FINANCIAL ADVISORS, LLC

9335 Harris Corners Parkway
Suite 150
Charlotte, North Carolina 28269
Tel: 866-560-7256

About ALIGHT FINANCIAL ADVISORS, LLC

ALIGHT FINANCIAL ADVISORS, LLC, formally registered with the SEC as ALIGHT FINANCIAL ADVISORS, LLC. The firm was established in 09/13/2011. They have over 2 offices throughout the country.

ALIGHT FINANCIAL ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $33,737,582,682 assets under management, offering retirement planning & investment advisory services to 219477 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158744
SEC#	801-72679
Assets Managed by Firm	$33,737,582,682
No. of Clients	219477
No. of Advisors	60

Fee Structure

A percentage of AUM
Fixed fees
Other (SET-UP FEES AND RELATED SERVICES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	219477	$33,737,582,682
Individuals (other than high net worth individuals)	219477	$33,737,582,682

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