Alight Financial Solutions, LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
109
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
36509
Registered since
December 21, 1994

Firm profile

FINTRX

Overview

Alight Financial Solutions, LLC is organized as a limited liability company and has been SEC-registered since 1994. The firm’s ownership is described as a mix of a domestic entity and an individual. In the snapshot provided, key descriptors such as client segments, fee model, specific business activities and advisory services were not supplied. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser. It is also not described as a pension consultant, a related adviser, or a newly formed adviser. The available information is sparse and does not include a documented investment philosophy or stated areas of manager allocation interest.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Matthew Chotkowski

    Chief Compliance OfficerCRD 5233117

  • Adwowa Afenyi-annan

    Adwowa Afenyi-annan

    Principal And Chief Compliance OfficerCRD 4592855

Contacts

3 of 107
  • Kelly Kubera

    Kelly Kubera

    Investment Advisor RepresentativeCRD 5369079

  • Laura Ditrich

    Laura Ditrich

    Client Relationship ManagerCRD 4666999

  • Nicole Walker

    Nicole Walker

    Senior Client Service ManagerCRD 6255574

Unlock 104 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
320 S Canal St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth