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Charles Michael Feehely

Xypn Invest

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About Charles Michael Feehely

Charles Michael Feehely is a financial advisor who is active in North Carolina. He currently works for Xypn Invest, a firm that provides portfolio management for individuals and businesses. The firm also offers financial advice to other investment advisors. Charles has been a financial advisor since August 2022. Before that, he worked for the U.S. Marshals Service and was a Founder and Financial Coach at MoneyArmor LLC. Charles holds a Series 65 license and is a Certified Financial Planner. He has worked with a variety of clients, including individuals, businesses, and other investment advisors.

Firm Information

Charles Feehely is currently registered with Xypn Invest. 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.

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Charles Feehely’s Registration & Firm History

MT

09/17/2024 - Present

Xypn Invest (BOZEMAN MT)

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Licenses & Designations

IA

Issued 03/31/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Michael Feehely.
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