Xypn Sapphire

RIASEC RegisteredEst. 2020

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$294K

Accounts

4,262

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: Individuals50.91%
HNWI24.01%
Other Investment Advisers16.77%
Pension & Profit Sharing Plans7.78%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Xypn Sapphire LLC is an independent registered investment adviser that entered SEC registration in 2020. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals, small businesses and institutions, plus educational seminars and workshops. Its billing combines asset-based fees with hourly and fixed-fee arrangements. The adviser reports that it does not market itself as an ESG-focused investor and notes it is not a multi-state adviser or a pension consultant.