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Home > Retirement Planners > connecticut > windsor locks > XDUS FUND ADVISOR
XDUS FUND ADVISOR
1 Corporate Drive, Suite #100
Windsor Locks, Connecticut 06096
Tel: 917-566-8371
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 Status | Approved |
|---|---|
| Firm CRD# | 328236 |
| SEC# | 801-128841 |
| Assets Managed by Firm | $1,057,489 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $1,057,489 |
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