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ALIGHT FINANCIAL ADVISORS, LLC

Business and Investment Profile

The ALIGHT FINANCIAL ADVISORS, LLC is a publicly held investment adviser that advises $35.05Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ALIGHT FINANCIAL ADVISORS, LLC 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 10.75% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.89 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 9300 HARRIS CORNERS PARKWAY SUITE 105, CHARLOTTE, NORTH CAROLINA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 70 employees comprised of 60 investment and 10 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.

Asset Profile

Their $35.05Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients total $35.05Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

ALIGHT FINANCIAL ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ALIGHT FINANCIAL ADVISORS, LLC

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Keywords: Alight Financial Advisors, Alight
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