Xypn Invest

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 Invest is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2020. The firm serves both individual/family and institutional clients and offers a mix of financial planning and portfolio-management services across individuals, small businesses and institutional/business accounts. Its advisory work also includes educational seminars and workshops. Compensation is a combination of percentage-of-AUM, hourly and fixed-fee arrangements. Xypn Invest does not identify as an active ESG investor, is not listed as a pension consultant or related adviser, and is not reported as a capital allocator.