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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