DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > north carolina > charlotte
ALIGHT FINANCIAL ADVISORS, LLC
Tel: 866-560-7256
4828 Parkway Plaza Blvd Suite 100
Charlotte, North Carolina 28217
ALIGHT FINANCIAL ADVISORS, LLC
ALIGHT FINANCIAL ADVISORS, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $30,803,228,222 in assets under management and provides investment advisory services for 238735 clients. There are currently 60 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial Planning , Portfolio Management for Individuals , Educational Seminars/ Workshops
Fee Structure:
A Percentage of AUM, Fixed Fees, Other(SET-UP FEES AND RELATED SERVICE
Firm CRD#:
158744
SEC#:
801-72679
No. of Clients:
238735
Assets under Management
$30,803,228,222
No. of Advisors:
60
More Financial Advisory Firms in Charlotte, North Carolina
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPTRUST | 175112 | 1338 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 932 |
| BARINGS LLC | 106006 | 1029 |
| ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 418 |
| STERLING CAPITAL MANAGEMENT LLC | 135405 | 180 |
| WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | 264 |
More Firms in Charlotte, North Carolina >>