ALIGN FINANCIAL ADVISORS, LLC

ALIGN FINANCIAL ADVISORS, LLC of MCKINNEY, TX is an SEC-registered investment adviser (CRD 333905). Regulatory assets under management: $73.6M.

Registration

• CRD: 333905
• SEC file number: 801-131581
• Type: Registered investment adviser
• Location: 6401 ELDORADO PKWY, MCKINNEY, TX, 75070
• Phone: 214-519-8750
• Latest filing: 2026-02-17
• Regulatory AUM: $73.6M
• Discretionary AUM: $63.1M
• Non-discretionary AUM: $10.5M
• Clients: 3
• Accounts: 302

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333905 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search