XML FINANCIAL, LLC

XML FINANCIAL GROUP
BETHESDA, Maryland·7 registered advisors·CRD# 284987
SEC# 801-10837616(301) 770-5234
01

Firm Overview

AUM
$2.8B
Regulatory assets under management
Employees
52
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at XML FINANCIAL, LLC

7 registered advisors
Brett Shane Bernstein
BETHESDA, Maryland
Curtis Jeffrey Congdon
BETHESDA, Maryland
Jennifer Lara Szaro
BETHESDA, Maryland
Mark Dale Samson
BETHESDA, Maryland
Robert David Kantor
BETHESDA, Maryland
Stephen Adam Clagett
ROCKVILLE, Maryland
Todd Kullen
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
6 advisors
ROCKVILLE, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. XML FINANCIAL, LLC (CRD# 284987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.