ALIGHT FINANCIAL ADVISORS, LLC

CHARLOTTE, North Carolina·2 registered advisors·CRD# 158744
SEC# 801-726791866-560-7256
01

Firm Overview

AUM
$33.7B
Regulatory assets under management
Employees
60
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Other: SET-UP FEES AND RELATED SERVICES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALIGHT FINANCIAL ADVISORS, LLC

2 registered advisors
Jeremy Jason Fritz
CHARLOTTE, North Carolina
Matthew Adam Chotkowski
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. ALIGHT FINANCIAL ADVISORS, LLC (CRD# 158744) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.