Xnergy Financial LLC

Overview

Xnergy Financial LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm appears on the SEC registry with an initial registration year of 2007. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX flags the firm as not being a capital allocator and not an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide descriptive detail about the firm’s client mix, fee schedules, specific business lines, or advisory activities in the available record.

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Investments & Alternatives

Location & Offices