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 since 2020. The firm serves both individual/family clients and institutional accounts, combining financial planning with portfolio management for individuals, small businesses and larger institutions. Engagement models include percentage-of-AUM agreements alongside hourly and fixed-fee arrangements, and the firm also runs educational seminars and workshops. Xypn Invest does not identify as an active ESG investor.