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Marianne Poon

Xypn Invest

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About Marianne Poon

Marianne Poon is a Registered Investment Advisor at Xypn Invest, specializing in portfolio management for both individuals and businesses. Marianne is also the Director of Music Education for iMusicMe, LLC, and a self-employed Piano Technician for Piano Tuning & Repairs. Marianne holds the Chartered Financial Analyst designation. Marianne is registered with the state of Maryland as an Investment Advisor Representative.

Firm Information

Marianne Poon 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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Marianne Poon’s Registration & Firm History

MD

12/03/2024 - Present

Xypn Invest (Bethesda MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marianne Poon.
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