Aligne Wealth Preservation Insurance Services

  • Investment Bank/Securities Brokerage
  • Los Angeles CA
  • 9 employees
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Company Overview

Headquarters
1801 Century Park E Suite 1440, Los Angeles CA
Website
alignewealth.com
Phone
(310) 407-2844
Employees
9
Founded in
2012
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 524210 Companies
NAICS Code 52421 Companies
NAICS Code 524 Companies
NAICS Code 5242 Companies
SIC Code
SIC Code 64 Companies
SIC Code 641 Companies
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Financials & Stats

Revenue

$2B

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Who is Aligne Wealth Preservation Insurance Services

Aligne Wealth Preservation Insurance Services is a United States-based company located in Los Angeles. The company employs 9 people and generates an estimated $2 million in annual revenue. Aligne Wealth Advisors Investment Management (AWAIM®) offers separately managed accounts, known as the ACGM TOTAL PORTFOLIO SOLUTIONS SUITE™, to financial advisors, high-net-worth (HNW) households, and family offices. These accounts aim to provide investors with strategy discipline, performance accountability, and cost transparency in their capital allocation. Aligne Wealth Advisors Investment Management (AWAIM®) is an SEC registered investment adviser and operates through qualified investment adviser representatives. Securities are offered through LPL Financial, LLC, a member of FINRA/SIPC. For more information about Aligne Wealth Preservation Insurance Services and its offerings, please visit their website at alignewealth.com.

Aligne Wealth Preservation Insurance Services Industry Tags

Corporate Trustee Advisory
Retirement Plans
Estate Preservation Planning
Asset Management
Liability/Risk Management
Investment Management
Wealth Management
Financial Services
Financial Advisory Services
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Aligne Wealth Preservation Insurance Services Tech Stack

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FAQ

What is the location of Aligne Wealth Preservation Insurance Services's headquarters?
The headquarters of Aligne Wealth Preservation Insurance Services are situated at 1801 Century Park E Suite 1440, Los Angeles CA
What is Aligne Wealth Preservation Insurance Services's phone number?
Aligne Wealth Preservation Insurance Services's contact number is (310) 407-2844.
What is Aligne Wealth Preservation Insurance Services's official website?
The official website of Aligne Wealth Preservation Insurance Services can be found at alignewealth.com.
What is Aligne Wealth Preservation Insurance Services's current revenue?
As of October 2016, Aligne Wealth Preservation Insurance Services's annual revenue reached $2B.
How many employees does Aligne Wealth Preservation Insurance Services currently have?
Aligne Wealth Preservation Insurance Services employs approximately 9+ people as of October 2016
What are Aligne Wealth Preservation Insurance Services's industry tags?
Aligne Wealth Preservation Insurance Services's industry tags include: Corporate Trustee Advisory, Retirement Plans, Estate Preservation Planning
When was Aligne Wealth Preservation Insurance Services founded?
Aligne Wealth Preservation Insurance Services was founded in 2012.

Employee Directory

Key Employees

Rob Kulczycki

Financial Advisor

Phone Email

Ivan Illán

Founder & Chief Investment Officer

Phone Email

Xi Zhang

Portfolio Operations Associate

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