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Lisa Asher

XY INVESTMENT SOLUTIONS, LLC·BOZEMAN, Montana
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24 E. MAIN STREET, BOZEMAN, MT 59715CRD# 6334774Firm CRD# 285967
01

About

Lisa Asher 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
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# 6334774
Firm CRD# 285967
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Asher offer?
Lisa Asher specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.
What are Lisa Asher's credentials?
Lisa Asher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Asher located?
Lisa Asher 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 Lisa Asher charge for services?
Lisa Asher'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 in BOZEMAN
Brenda J Davis — MONTANA INVESTMENT ADVISORS INCMichael Ernest Kitces — XY INVESTMENT SOLUTIONS, LLCDominic Carl Martellaro — DESTRA CAPITAL ADVISORS LLCErnest John Turner — HOLMES & TURNER FINANCIAL SERVICES, INC.Nicholas Homans Davis — MONTANA INVESTMENT ADVISORS INC
Nearby cities in Montana
BILLINGS (43)GREAT FALLS (40)MISSOULA (17)WHITEFISH (14)HELENA (5)
City Guides
BILLINGS GuideGREAT FALLS GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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