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Xy Investment Solutions, Llc

Tel: (360) 301-7579
24 E. Main Street
Bozeman, Montana  59715

About Xy Investment Solutions, Llc

Xy Investment Solutions, Llc is a Bozeman, Montana based financial advisory firm with nearly $103,493,604 in assets under management and provides investment advisory services for 964 clients. There are currently 5 financial advisors at the firm.


General Information

Firm CRD#:   285967
SEC#:   801-118916
Assets under Management:   $103,493,604
No. of Clients:   964
No. of Advisors:   5
Advisory Services Provided:   Portfolio Management for Individuals, Portfolio Management for Businesses
Fee Structure:   A percentage of AUM

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