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Home > Retirement Planners > california > san jose > XOOMFI ADVISORS
XOOMFI ADVISORS
111 N. Market St
Suite 300
San Jose, California 95113
Tel: 650-870-1343
About XOOMFI ADVISORS
XOOMFI ADVISORS, formally registered with the SEC as XOOMFI ADVISORS. The firm was established in 06/12/2021. They have over 1 offices throughout the country.
XOOMFI ADVISORS is a San Jose, California based Financial Planning firm with nearly $95,308 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 0 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314872 |
| SEC# | 801-121438 |
| Assets Managed by Firm | $95,308 |
| No. of Clients | 3 |
| No. of Advisors | 0 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $95,308 |
| Individuals (other than high net worth individuals) | 3 | $95,308 |
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