XOOMFI ADVISORS
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 314872
- Registered since
- June 12, 2021
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Xoomfi Advisors is a corporation that has been registered with the SEC since 2021. The firm focuses on providing portfolio management services for both individuals and small businesses, as well as for larger institutions. The client base primarily consists of individuals and families, with a fee structure based on a percentage of assets under management. Xoomfi Advisors does not classify itself as an active ESG investor and does not engage in capital allocation activities.
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
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1Kumar Shah
ChairmanCRD 7375464
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 84 W Santa Clara St
- Time zone
- PT (UTC-8)
- Office locations
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