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XDUS FUND ADVISOR

1 Corporate Drive, Suite #100
Windsor Locks, Connecticut 06096
Tel: 917-566-8371

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About XDUS FUND ADVISOR

XDUS FUND ADVISOR, formally registered with the SEC as XDUS FUND ADVISOR. The firm was established in 09/29/2023. They have over 1 offices throughout the country.

XDUS FUND ADVISOR is a Windsor Locks, Connecticut based Financial Planning firm with nearly $1,057,489 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#328236
SEC#801-128841
Assets Managed by Firm$1,057,489
No. of Clients1
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total1$1,057,489

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