XML Securities

Overview

XML Securities is organized as a limited liability company and has been registered with the SEC since 2008. The ownership structure is listed as a mix of a domestic entity and an individual. Publicly reported firm characteristics indicate it does not operate as a capital allocator and it does not identify as an active ESG investor. The adviser is not classified under a specific boutique or industry segment in the provided record, and it is not described as a multi-state or newly formed adviser, nor as a pension consultant or related adviser. The firm did not supply detail on advisory services, fee schedules, or specific business activities in the source data.

Assets & Accounts

Location & Offices