24 E. Main Street
Bozeman, Montana 59715
Tel: (360) 301-7579
XYPN INVEST, formally registered with the SEC as XYPN INVEST. The firm was established in 06/12/2020. They have over 18 offices throughout the country.
XYPN INVEST is a Bozeman, Montana based Financial Planning firm with nearly $133,274,180 assets under management, offering retirement planning & investment advisory services to 1451 clients. The firm is staffed with 15 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285967 |
SEC# | 801-118916 |
Assets Managed by Firm | $133,274,180 |
No. of Clients | 1451 |
No. of Advisors | 15 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1451 | $133,274,180 |
Other investment advisers | 54 | $133,274,180 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$36,175,333,459 | 86818 | 650 | |
$5,065,457,259 | 2813 | 30 | |
$4,812,943,447 | 4203 | 31 | |
$1,797,664,736 | 1529 | 16 | |
$1,509,082,717 | 22 | 8 |
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