Unclaimed Profile

Joseph M Cope

XPS CAPITAL LLC·ARLINGTON, Virginia

Clean recordXPS CAPITAL LLC

1700 N. MOORE ST., ARLINGTON, VA 22209CRD# 4777695Firm CRD# 311665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph M Cope · ARLINGTON, VA

Registration

CRD #4777695 · XPS CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph M Cope is a registered financial advisor based in ARLINGTON, Virginia, affiliated with XPS CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

XPS CAPITAL LLC

COPE CONNELLY

AUM

$245M

Regulatory assets under management

Employees

Total firm employees

View all advisors at XPS CAPITAL LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4777695

Firm CRD# 311665

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph M Cope offer?

Joseph M Cope specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.

What are Joseph M Cope's credentials?

Joseph M Cope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph M Cope located?

Joseph M Cope is based in ARLINGTON, Virginia, working with XPS CAPITAL LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.

How does Joseph M Cope charge for services?

Joseph M Cope's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is XPS CAPITAL LLC?

XPS CAPITAL LLC has approximately 4 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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