The ALIGNE WEALTH PRESERVATION INSURANCE SERVICES is a privately held investment adviser that advises $225.49mn in regulatory assets under management held in 1 SEC fund types across 0 investment strategies. ALIGNE WEALTH PRESERVATION INSURANCE SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 46.34% over the last 3-years.
The Group has been registered with the SEC for 4.15 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1801 CENTURY PARK EAST SUITE 1440, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees decreased by 28.57% over the last 4-years.
Their $225.49mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $186.62mn or 82.76% of Total Assets and Individuals own $22.65mn or 10.04% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
ALIGNE WEALTH PRESERVATION INSURANCE SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.