XYPN INVEST

24 E. Main Street
Bozeman, Montana 59715
Tel: (360) 301-7579

About XYPN INVEST

XYPN INVEST, formally registered with the SEC as XYPN INVEST. The firm was established in 06/12/2020. They have over 3 offices throughout the country.

XYPN INVEST is a Bozeman, Montana based Financial Planning firm with nearly $101,330,843 assets under management, offering retirement planning & investment advisory services to 1188 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285967
SEC#	801-118916
Assets Managed by Firm	$101,330,843
No. of Clients	1188
No. of Advisors	8

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	1188	$101,330,843
Other investment advisers	57	$101,330,843

Inquire with XYPN INVEST

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D.A. DAVIDSON & CO. 8 Third Street North Great Falls, MT, 59401	$23,892,459,266	76487	600
INVESTMENT MANAGEMENT GROUP 402 N. Broadway Billings, MT, 59101	$4,470,755,002	2044	26
DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls, MT, 59401-3104	$3,983,537,292	3611	32
STACK FINANCIAL MANAGEMENT INC 625 Wisconsin Avenue Whitefish, MT, 59937-2129	$1,701,274,577	1468	17
BITTERROOT CAPITAL ADVISORS LLC 118 East Main Street Bozeman, MT, 59715	$1,228,715,227	18	8

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