ALIGN INVESTMENT ADVISORS, LLC

ALIGN INVESTMENT ADVISORS, LLC of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 150501). Regulatory assets under management: $2.0M.

Registration

• CRD: 150501
• Type: Registered investment adviser
• Location: 3317 WOODWORTH AVE, THOUSAND OAKS, CA, 91362
• Phone: 8053004886
• Latest filing: 2026-04-20
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Clients: 1
• Accounts: 3

Business model

Compensation: Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150501 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search