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XML FINANCIAL GROUP
BETHESDA, MD
(301) 770-5234
SEC #801-108376Total AUM
$3.3B
Employees
54Clients
2,944Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6901 ROCKLEDGE DRIVE
SUITE 730
BETHESDA
MD 20817
United States
SUITE 730
BETHESDA
MD 20817
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(301) 770-5234
Other Offices
25
Financials
Total AUM
$3.3B
Accounts
5,987Discretionary
$2.5B
Accounts
4,701Non-Discretionary
$811M
Accounts
1,286
Clients
Individual Clients
2,057AUM
$1.8B
HNW Individual Clients
833AUM
$1.4B
Pension/Profit Sharing Plan Clients
22AUM
$26.5M
Charitable Organization Clients
13AUM
$7.7M
Corporation or Business Clients
19AUM
$79M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.