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ALINEA ADVISORY SERVICES LLC
CRD 311782File 801-120032
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$66.6M
Bottom 25% of cohort (national)
Discretionary AUM
$47.5M
Non-discretionary $19.1M
Clients
115,693
115,693 accounts
Employees
10
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 26, 2021
- Principal office
- 46 HOWARD STREET, NEW YORK, NY, 10013
- Phone
- 516-469-9482
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $66.6M
- Discretionary AUM
- $47.5M
- Non-discretionary AUM
- $19.1M
- Discretionary accounts
- 86,216
- Non-discretionary accounts
- 29,477
- Total accounts
- 115,693
- AUM per client
- $576
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 115,693 | $66.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.