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Loren James Grabau

X ADVISORS, LLC·SANTA MARIA, California
Unclaimed Profile
2646 SANTA MARIA WAY #104, SANTA MARIA, CA 93455CRD# 6984490Firm CRD# 315838
01

About

Loren James Grabau is a registered financial advisor based in SANTA MARIA, California, affiliated with X ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
X ADVISORS, LLC
X ADVISORS, LLC
AUM
$118M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at X ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6984490
Firm CRD# 315838
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loren James Grabau offer?
Loren James Grabau specializes in Investment Management, Fee-Only Advisory. Contact their office in SANTA MARIA, California for a consultation.
What are Loren James Grabau's credentials?
Loren James Grabau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loren James Grabau located?
Loren James Grabau is based in SANTA MARIA, California, working with X ADVISORS, LLC. Their office serves clients in the SANTA MARIA metropolitan area and surrounding communities.
How does Loren James Grabau charge for services?
Loren James Grabau's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is X ADVISORS, LLC?
X ADVISORS, LLC has approximately 10 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANTA MARIA
Kirk W Leishman — WOODLAND LEISHMAN & ASSOCIATESRyan Steven Gorski — X ADVISORS, LLC
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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