XML FINANCIAL GROUP

6901 Rockledge Drive
Suite 730
Bethesda, Maryland 20817
Tel: (301) 770-5234

About XML FINANCIAL GROUP

XML FINANCIAL GROUP, formally registered with the SEC as XML FINANCIAL GROUP. The firm was established in 09/12/2016. They have over 19 offices throughout the country.

XML FINANCIAL GROUP is a Bethesda, Maryland based Financial Planning firm with nearly $2,323,032,504 assets under management, offering retirement planning & investment advisory services to 5800 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284987
SEC#	801-108376
Assets Managed by Firm	$2,323,032,504
No. of Clients	5800
No. of Advisors	52

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5800	$2,323,032,504
Individuals (other than high net worth individuals)	5523	$1,658,616,733
High net worth individuals	198	$573,191,787
Pension and profit sharing plans	29	$25,487,392
Charitable organizations	19	$7,746,878
Corporations or other businesses	31	$57,989,714

Inquire with XML FINANCIAL GROUP

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