XA INVESTMENTS

321 N. Clark Street
Suite 2430
Chicago, Illinois 60654
Tel: 312-374-6930

About XA INVESTMENTS

XA INVESTMENTS, formally registered with the SEC as XA INVESTMENTS. The firm was established in 08/10/2017. They have over 1 offices throughout the country.

XA INVESTMENTS is a Chicago, Illinois based Financial Planning firm with nearly $547,074,996 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284005
SEC#	801-110653
Assets Managed by Firm	$547,074,996
No. of Clients	1
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$547,074,996

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