ALIGN FINANCIAL, LLC of HERMANTOWN, MN is an SEC-registered investment adviser (CRD 309238). Regulatory assets under management: $433.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Tanya Lynn Nichols | MANAGING MEMBER / CCO; MANAGING PRINCIPAL / CCO | — |
| Roger Patrick Whitney | MANAGING MEMBER | — |