# Align Financial Services

> Align Financial Services is an exempt reporting adviser in Thornton, CO, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 336381
- Filed as: ALIGN FINANCIAL SERVICES
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Thornton, CO
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336381
- AdvisorCensus page: https://advisorcensus.com/firm/align-financial-services-thornton-co-336381

## Quick answers

**Where is Align Financial Services located?**
Align Financial Services' principal office is in Thornton, CO, according to its Form ADV.

**How does Align Financial Services report to regulators?**
Align Financial Services is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 336381.

**Does Align Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336381

## From the Form ADV filing

### Firm details
- Reporting since: 2025 (1 year)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aligntech.io

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | April 21, 2025 |
| October 2026 | Not reported | Not reported | March 25, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Align Financial Services (CRD 336381): Form ADV filing data as of October 2026.