ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC. of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 321735). Regulatory assets under management: $224.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Ivan Manuel Illan | CCO, FOUNDER, CIO, MEMBER | Los Angeles, CA |
| Jacob Randall Weston | MANAGING DIRECTOR & PORTFOLIO MANAGER | Los Angeles, CA |
| ILLAN IVAN MANUEL | CCO, FOUNDER, CIO, MEMBER | — |