XYPN INVEST

Tel: (360) 301-7579

24 E. Main Street
Bozeman, Montana 59715

About XYPN INVEST

XYPN INVEST is a Bozeman, Montana based financial advisory firm with nearly $133,274,180 in assets under management and provides investment advisory services for 1451 clients. There are currently 15 financial advisors at the firm.

General Information

Firm CRD#:		285967
SEC#:		801-118916
Assets under Management:		$133,274,180
No. of Clients:		1451
No. of Advisors:		15
Advisory Services Provided:		Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
Fee Structure:		A percentage of AUM

More Financial Advisor Firms in Bozeman, Montana

Financial Advisory Firm	Firm CRD#	SEC#	No. of Clients	No. of Advisors	AUM
BIG SKY WEALTH ADVISORS, LLC	321272	801-130247	537	2	$121,445,342

Explore More Financial Advisor Firms in Bozeman, Montana >>

WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.