Xnergy Financial LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 144436
- Registered since
- December 7, 2007
- Website
- www.xnergy.com
Firm profile
FINTRXOverview
Xnergy Financial LLC is an LLC that registered with the SEC in 2007 and is categorized in filings as an investment bank. Ownership is reported as a combination of a domestic entity and an individual. Public records indicate the firm does not function as a capital allocator and is not identified as an active ESG investor. The filing does not enumerate advisory activities, client segments, or fee schedules, so the firm's client-facing advisory footprint is unclear from available data.
Assets & Accounts
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
Owners & executives
1 of 1
Michele Kryger
Chief Compliance OfficerCRD 6860796
Contacts
3 of 13Edwin Fernandez
Investment BankerCRD 4981726
William Timmerman
Managing DirectorCRD 5532260
Nia Stefany
FounderCRD 5406554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1801 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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