XYPN INVEST

Tel: (360) 301-7579

24 E. Main Street
Bozeman, Montana 59715

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

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

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

285967

SEC#:

801-118916

No. of Clients:

1451

Assets under Management

$133,274,180

No. of Advisors:

More Financial Advisory Firms in Bozeman, Montana

Financial Advisory Firm	Firm CRD#	No. of Advisors
D.A. DAVIDSON & CO.	199	650
INVESTMENT MANAGEMENT GROUP	122166	30
DAVIDSON INVESTMENT ADVISORS, INC.	110552	31
STACK FINANCIAL MANAGEMENT INC	106785	16
BITTERROOT CAPITAL ADVISORS LLC	109088	8
ALLIED INVESTMENT ADVISORS LLC	159103	10

More Firms in Bozeman, Montana >>

FinancialAdvisor.net 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. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, 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.

XYPN INVEST

Find an AdvisorIt's Fast, Free & Easy

XYPN INVEST

General Information

More Financial Advisory Firms in Bozeman, Montana

Find an Advisor
It's Fast, Free & Easy