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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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