XFO CAPITAL
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 339871
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
XFO Capital operates as a limited liability company focused on providing a range of financial services, including financial planning and portfolio management. The firm serves both individuals and small businesses, as well as larger institutions. XFO Capital does not engage in capital allocation and is not classified under any specific category. The firm does not actively pursue ESG investments, which may appeal to clients with different investment priorities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Binjie Li
Registered RepresentativeCRD 5966382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 7700 Irvine Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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