ALIGN FINANCIAL SERVICES
Firm details
- Headquarters
- THORNTON, Colorado
- CRD number
- 336381
- Registered since
- April 21, 2025
Firm profile
FINTRXOverview
Align Financial Services is organized as a limited liability company and appears on the SEC registration roll with a 2025 registration year. Ownership is listed as an individual owner and the firm’s regulatory classification is recorded as unclassified. The FINTRX snapshot indicates Align does not operate as a capital allocator, does not self-identify as an active ESG investor, and is not designated as a multistate adviser. The firm is not listed as a pension consultant or as a related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Zacharey Smith
FounderCRD 8079215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
THORNTON, CO
ADAMS
Location
THORNTON, CO
Headquartered in THORNTON, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ADAMS
- Address
- 12772 Ivanhoe St
- Time zone
- MT (UTC-7)
- Office locations
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