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Aligne Wealth Advisors Investment Management (awaim)

Headquartered in LOS ANGELES, CA

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Firm Information

Aligne Wealth Advisors Investment Management (awaim) is a Los Angeles, CA-based investment advisor with $168,815,330 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, businesses, and pension plans. They have 311 client accounts and have a team of 4 investment adviser representatives and 2 licensed agents.

Aligne Wealth Advisors Investment Management (awaim)

1801 CENTURY PARK EAST

LOS ANGELES, CA 90067

$168.82M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) has a total of 1 branch locations across the country.
location

LOS ANGELES, CA

Advisors at Aligne Wealth Advisors Investment Management (awaim)

View All 4 Advisors
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Jacob Randall Weston

RA

LOS ANGELES, CA

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Ivan Manuel Illan

RA

LOS ANGELES, CA

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Unclaimed
Jonas Bob Lee

RA

LOS ANGELES, CA

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Xi Zhang

RA

LOS ANGELES, CA

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Disclosures

There are no public disclosures for Aligne Wealth Advisors Investment Management (awaim).

Frequently Asked Questions (10)

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