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Xypn Invest

Headquartered in BOZEMAN, MT

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Firm Information

Xypn Invest is an investment advisor registered with the SEC. The firm's main office is in BOZEMAN, MT. The firm has 15 investment adviser representatives. They manage $133,274,180 in assets. Xypn Invest provides portfolio management for businesses and individuals. Their clients include other investment advisors.

Xypn Invest

24 E. MAIN STREET

BOZEMAN, MT 59715

$133.27M

Assets Under Management

Not reported

Total Clients

13

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

Branch Locations (19)

XYPN INVEST has a total of 19 branch locations across the country.
location

Georgetown, KY

location

BOZEMAN, MT

location

Richland Center, WI

location

REDWOOD FALLS, MN

location

Woodbury, MN

location

Worthington, OH

location

Philadelphia, PA

location

Whittier, CA

location

SWANSEA, MA

location

BOWLING GREEN, KY

location

Raleigh, NC

location

Santa Monica, CA

location

Austin, TX

location

University City, MO

location

Bethesda, MD

location

Sandy Springs, GA

location

Chicago, IL

location

GARNER, NC

location

Grand Rapids, MI

Advisors at Xypn Invest

View All 13 Advisors
Unclaimed
Christopher Alan Arnold

CFP®, RA

UNIVERSITY CITY, MO

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Unclaimed
Charles Michael Feehely

CFP®, RA

WENDELL, NC

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Unclaimed
Derek Todd Merkler

CFP®, RA

Georgetown, KY

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Unclaimed
Liza Dionne Montague blanks

RA

BOZEMAN, MT

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Unclaimed
Marianne Poon

CFA®, RA

BETHESDA, MD

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Unclaimed
Wai Lim Poon

CFA®, RA

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Unclaimed
Brian D. Muller

RA

Woodbury, MN

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Unclaimed
Bryan Wilczewski

CFP®, CFC®, RA

BOZEMAN, MT

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Disclosures

There are no public disclosures for Xypn Invest.

Frequently Asked Questions (8)

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