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Align Financial, LLC

EST. AUM
$433,731,160

CONTACTS
1

CLIENT ACCOUNTS
753

Firm Details

Metro area Minneapolis
CRD Number 309238
Website align.financial
Client types

Overview

Align Financial, LLC is a registered investment adviser based in Hermantown, Minnesota, incorporated under the laws of the state. Founded in March 2017, Align became a registered investment adviser in February 2021. The firm is owned by Tanya Nichols, who also serves as the Chief Compliance Officer. With a deep commitment to delivering comprehensive financial services, Align is registered with the Securities Exchange Commission (SEC) and operates under its rules and regulations. Tanya Nichols brings over a decade of experience in providing financial advice, beginning in 2006, and her expertise plays a pivotal role in the firm’s client-focused approach.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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