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XP Advisory US, Inc.

Headquartered in MIAMI, FL

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Firm Information

XP Advisory US, Inc. is an investment advisor registered with the SEC and located in Miami, FL. The firm provides investment advisory services to corporations, individuals, pooled investment vehicles, and other investment advisors. They specialize in portfolio management and selection of other advisors, with a focus on consolidation/reporting services. The firm manages approximately $1.5 billion in assets for 484 clients.

XP Advisory US, Inc.

701 BRICKELL AVENUE

MIAMI, FL 33131

$1.53B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation/reporting services

Consolidation/reporting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets under consolidation

Branch Locations (3)

XP ADVISORY US, INC. has a total of 3 branch locations across the country.
location

Winter Garden, FL

location

MIAMI, FL

location

Davie, FL

Advisors at XP Advisory US, Inc.

View All 23 Advisors
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Paulo guilherme Pezzi gitz

CFA®, RA

MIAMI, FL

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Rafael Vaz pina de Oliveira

RA

MIAMI, FL

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Francisco Farias da poian

RA

MIAMI, FL

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Luiza Alckmin j schmidt resende

RA

MIAMI, FL

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Maria eduarda De hollanda alvarez

RA

MIAMI, FL

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Eduardo Monoli

RA

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Claudia Ripper

RA

MIAMI, FL

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Ivan Negro Rocha

RA

MIAMI, FL

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Disclosures

There are no public disclosures for XP Advisory US, Inc..

Frequently Asked Questions (7)

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