ALIGN FINANCIAL, LLC
Doing business as RETIRE AGILE. SEC Form ADV profile.
Total regulatory AUM
$433,731,160
Discretionary
$433,731,160
Non-discretionary
$0
Firm details
- CRD number
- 309238
- SEC file number
- 801-132137
- Main office
- HERMANTOWN, MN, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.