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FIRM PROFILE
Overview
ALIGHT FINANCIAL SOLUTIONS, LLC is located at 320 South Canal Street 50th Floor, Chicago, IL 60606 and was first established at Chicago, Illinois in 04/08/1994. After operating for 32 years, ALIGHT FINANCIAL SOLUTIONS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ALIGHT FINANCIAL SOLUTIONS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ALIGHT FINANCIAL SOLUTIONS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ALIGHT FINANCIAL SOLUTIONS, LLC are registered to handle securities or provide financial advice. The firm has 4 disclosures, 2 being regulatory events, 0 being client events, and 2 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ALIGHT FINANCIAL SOLUTIONS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ALIGHT FINANCIAL SOLUTIONS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ALIGHT FINANCIAL SOLUTIONS, LLC Comes From
Understanding the Statistics for ALIGHT FINANCIAL SOLUTIONS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
320 South Canal Street 50th Floor, Chicago, IL 60606
9335 Harris Corners Parkway Suite 150, Charlotte, NC 28269
Small
(224) 737-7000
Illinois since 04/08/1994
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at ALIGHT FINANCIAL SOLUTIONS, LLC
Sally Jo Osborne
Francis John Bradley Sams
Michael E Keady
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