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XY INVESTMENT SOLUTIONS, LLC
XY INVESTMENT SOLUTIONS, LLC
XYPN INVEST
BOZEMAN, Montana
·
6 registered advisors
·
CRD# 285967
SEC# 801-118916
17
(360) 301-7579
01
Firm Overview
AUM
$133M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at XY INVESTMENT SOLUTIONS, LLC
6 registered advisors
Bradley Michael Griffiths
BOZEMAN, Montana
CRD# 6545034
Jeffrey Robert Snodgrass
BOZEMAN, Montana
CRD# 5501229
Jena Suzette Olney
BOZEMAN, Montana
CRD# 6816692
Lisa Asher
BOZEMAN, Montana
CRD# 6334774
Michael Ernest Kitces
BOZEMAN, Montana
CRD# 4218831
Robert Alan Moore
BOZEMAN, Montana
CRD# 6010619
05
Office Locations
BOZEMAN, Montana
6 advisors
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Data sourced from SEC Form ADV filings. XY INVESTMENT SOLUTIONS, LLC (CRD# 285967) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.