Xypn Invest

RIASEC RegisteredEst. 2020

Total AUM

$882M

Discretionary

$881M

100% of AUM

Avg account

$225K

Accounts

3,921

Employees

Advisory reps

Firm details

Headquarters: Bozeman, Montana
CRD number: 285967
Registered since: June 12, 2020
Website: www.xyplanningnetwork.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.54%
Individuals22.2%
Other Investment Advisers22.04%
Corporations / Businesses2.84%
Pension & Profit Sharing Plans0.97%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Xypn Invest is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm advises both individual/family clients and institutional clients and offers a mix of billing approaches — percentage of assets under management, hourly fees and fixed fees — depending on the engagement. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and educational seminars or workshops. The firm does not characterize itself as an active ESG investor and does not operate as a capital allocator.