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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 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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1451 | $133,274,180 |
| Other investment advisers | 54 | $133,274,180 |
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|---|---|---|---|
| $5,065,457,259 | 2813 | 30 | |
| $4,812,943,447 | 4203 | 31 | |
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