XYPN INVEST

Tel: (360) 301-7579

24 E. Main Street
Bozeman, Montana 59715

About XYPN INVEST

XYPN INVEST is a Bozeman, Montana based financial advisory firm with nearly $101,330,843 in assets under management and provides investment advisory services for 1188 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:		285967
SEC#:		801-118916
Assets under Management:		$101,330,843
No. of Clients:		1188
No. of Advisors:		8
Advisory Services Provided:		Portfolio Management for Individuals, Portfolio Management for Business
Fee Structure:		A Percentage of AUM

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