The XY INVESTMENT SOLUTIONS is a privately held investment adviser that advises $881.5mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. XY INVESTMENT SOLUTIONS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 650.94% over the last 5-years.
The Group has been registered with the SEC for 9.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at 24 E. MAIN STREET, BOZEMAN, MONTANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 65 employees comprised of 56 investment and 9 non-investment staff. The total number of Employees increased by 1,200% over the last 5-years.
Their $881.5mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 70 other accounts. Assets of High Net Worth Individuals clients own $454.3mn or 51.54% of Total Assets and Individuals own $195.72mn or 22.2% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
XY INVESTMENT SOLUTIONS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.