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XP ADVISORY US, INC.
Tel: 786-725-5983
701 Brickell Avenue Suite 2120
Miami, Florida 33131
XP ADVISORY US, INC.
XP ADVISORY US, INC. is a Miami, Florida based financial advisory firm with nearly $1,534,100,110 in assets under management and provides investment advisory services for 484 clients. There are currently 33 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors , Other (CONSOLIDATION/REPORTING SERVICES)
Fee Structure:
A percentage of AUM, Performance Based, Other (PERCENTAGE OF ASSETS UNDER CONSOLIDATIO
Firm CRD#:
173779
SEC#:
801-114590
No. of Clients:
484
Assets under Management
$1,534,100,110
No. of Advisors:
33
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