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CEO · Alinea Advisory Services LLC

Anam I. Lakhani

CRD 7116873 · Named on Form ADV at one SEC-registered adviser

At a glance

Alinea Advisory Services LLC, an SEC-registered wealth manager based in New York, NY with $67 million in regulatory assets, lists Anam I. Lakhani on its Form ADV as CEO, a control person.

Firms and roles

AtlasMembers

Anam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Eve HalimiPresident, Board Member, Alinea Advisory Services LLC
  • Bryan K JacobsenChief Compliance Officer, Alinea Advisory Services LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.