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Home > Retirement Planners > florida > miami > XP ADVISORY US, INC.
XP ADVISORY US, INC.
701 Brickell Avenue
Suite 2120
Miami, Florida 33131
Tel: 786-725-5983
About XP ADVISORY US, INC.
XP ADVISORY US, INC, formally registered with the SEC as XP ADVISORY US, INC. The firm was established in 01/30/2019. They have over 2 offices throughout the country.
XP ADVISORY US, INC. is a Miami, Florida based Financial Planning firm with nearly $1,534,100,110 assets under management, offering retirement planning & investment advisory services to 484 clients. The firm is staffed with 33 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173779 |
| SEC# | 801-114590 |
| Assets Managed by Firm | $1,534,100,110 |
| No. of Clients | 484 |
| No. of Advisors | 33 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERCENTAGE OF ASSETS UNDER CONSOLIDATION)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (CONSOLIDATION/REPORTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 484 | $1,534,100,110 |
| Individuals (other than high net worth individuals) | 123 | $188,406,488 |
| Corporations or other businesses | 346 | $843,824,118 |
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