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Cherry Thi Phan

Xypn Invest

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About Cherry Thi Phan

Cherry Thi Phan is a registered investment advisor representative with Xypn Invest. Cherry Phan is a Chartered Financial Analyst and has passed the Series 66 exam. Cherry Phan has been registered with the Securities and Exchange Commission since 2015 and has experience working with other investment advisors. Cherry Phan has an active advisory role at Xypn Invest and provides portfolio management services to both individuals and businesses. Cherry Phan's current employment is with Xypn Invest. Cherry Phan also has a passive investment role in a software company called Cibolo Al, LLC.

Firm Information

Cherry Phan 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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Cherry Phan’s Registration & Firm History

MT

11/26/2024 - Present

Xypn Invest (BOZEMAN MT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cherry Thi Phan.
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