The company Aligne Wealth Advisors Investment Management (AWAIM) is celebrating a significant achievement, as the Founder & Chief Investment Officer, Ivan Manuel Illán, was listed among Jamie Dimon (Chairman of the Board, CEO, JPMorgan Chase), Larry Fink (CEO, BlackRock), and Abby Johnson (CEO, Fidelity Investments) as part of the Top 100 Finance Professionals making a significant impact in the financial services industry, as recognized by InvestmentNews. This is an accolade that positions Illán among the titans of the industry and underscores the company’s influential role in shaping wealth management.
The criteria for being included on this prestigious list, the Hot List, was based on the nominations of industry professionals made in August 2023. It is a testament to the fact that Aligne Wealth Advisors Investment Management has made valuable contributions to the finance industry. With the goal of raising the standard of wealthcare for retail investors, the company seeks to increase individual accountability for outcomes and results derived from financial advisors’ advice. According to Illán, the company aims to address challenges related to lack of trust and a lack of demonstrated experience in navigating economic conditions that have prevented the majority of Americans from hiring a financial advisor.
Since its launch as an independent registered investment adviser in June 2022, Aligne Wealth Advisors Investment Management has attracted more than $164,000,000 in Assets Under Management (AUM) and more than $40,000,000 in Assets Under Advisement (AUA), demonstrating the company’s growing influence in the wealth management sector.
Founded in 2012 by Forbes thought leader and bestselling Dummies author, Ivan Illán, the company offers the ACGM Total Portfolio Solutions Suite™ to retail investors and financial advisors nationwide. Originally starting as a single-person practice in 2005, Aligne Wealth Advisors Investment Management has evolved into a boutique wealth management firm, offering its services to a broader range of clients.
For more information about Aligne Wealth Advisors Investment Management, you can visit the firm’s Securities and Exchange Commission (SEC) Investment Adviser Public Disclosure at https://adviserinfo.sec.gov/firm/summary/321735.
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Source: Aligne Wealth Advisors Investment Management (AWAIM)
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