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Bradley Michael Griffiths

XY INVESTMENT SOLUTIONS, LLC·BOZEMAN, Montana
Clean recordXY INVESTMENT SOLUTIONS, LLC
24 E. MAIN STREET, BOZEMAN, MT 59715CRD# 6545034Firm CRD# 285967

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Michael Griffiths · BOZEMAN, MT
Registration
CRD #6545034 · XY INVESTMENT SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Michael Griffiths is a registered financial advisor based in BOZEMAN, Montana, affiliated with XY INVESTMENT SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
XY INVESTMENT SOLUTIONS, LLC
XYPN INVEST
AUM
$133M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at XY INVESTMENT SOLUTIONS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6545034
Firm CRD# 285967
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradley Michael Griffiths offer?
Bradley Michael Griffiths specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.
What are Bradley Michael Griffiths's credentials?
Bradley Michael Griffiths is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Michael Griffiths located?
Bradley Michael Griffiths is based in BOZEMAN, Montana, working with XY INVESTMENT SOLUTIONS, LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.
How does Bradley Michael Griffiths charge for services?
Bradley Michael Griffiths'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 XY INVESTMENT SOLUTIONS, LLC?
XY INVESTMENT SOLUTIONS, LLC has approximately 15 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at XY INVESTMENT SOLUTIONS, LLC

Michael Ernest Kitces
BOZEMAN, MT
Jena Suzette Olney
BOZEMAN, MT
Jeffrey Robert Snodgrass
BOZEMAN, MT
Lisa Asher
BOZEMAN, MT
Robert Alan Moore
BOZEMAN, MT

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Research
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