Xypn Sapphire

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$294K

Accounts

4,262

Employees

69

Advisory reps

64

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 began SEC registration in 2020. The firm serves both individual and family clients as well as institutional accounts and provides a mix of financial planning, portfolio management for individuals and for businesses/institutions, and educational seminars. Its fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds77%
Exchange Traded Equities14%
Cash & Cash Equivalents7%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

2 of 2

Robert Moore
CEO & Co-FounderCRD 6010619
Bradley Griffiths
Chief Compliance OfficerCRD 6545034

Contacts

3 of 62

Tiffany Myers
Vice President & Financial ConsultantCRD 5351541
Ronald Rhoades
Investment Adviser RepresentativeCRD 4458963
Erin O'brien
OwnerCRD 4506749

Unlock 59 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Bozeman, MT

Gallatin

Location

Bozeman, MT

Headquartered in Bozeman, MT, in the West of the United States.

Region: West
County: Gallatin
Address: 24 E Main St
Time zone: MT (UTC-7)
Office locations

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