|
⚲
|
| XML Financial LLC
✚
| |
|---|---|
| CRD # | 284987 |
| SEC # | 801-108376 |
| CIK # | 0001800465 |
| AUM | $2.8 BB (2024-07-01) |
| Employees | 52 (58% Investors, 56% Brokers) |
| Phone | 301-770-5234 |
| Address | 6901 Rockledge Drive Bethesda, MD 20817 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 27.9 | |
| AAPL | 2,382,844.0 | 27.6 | |
| PTY | 1,428.1 | 18.7 | |
| QCOM | 147,392.0 | 15.5 | |
| PSEC | 2,780.3 | 10.5 | |
| BAC | 278,315.2 | 10.3 | |
| AMZN | 1,092,997.8 | 10.2 | |
| JPM | 340,169.2 | 10.0 | |
| JNJ | 465,600.2 | 10.0 | |
| GLD | 8.4 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,834 | 2.0 |
| (b) Individuals (high net worth individuals) | 275 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 0.0 |
| (h) Charitable organizations | 14 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,960 | 2.8 |
| By Discretionary | ||
| Discretionary | 3,117 | 1.6 |
| Non-Discretionary | 2,843 | 1.2 |
| Total | 5,960 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 5,960 | 2.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800465] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LarrainVial Asset Management Administradora General de Fondos Sa
✚
|
2.8 | |
|
Wealth Management Nebraska LLC
✚
|
NE | 2.8 |
|
Howland Capital Management LLC
✚
|
MA | 2.8 |
|
Alera Investment Advisors LLC
✚
|
IL | 2.7 |
|
BT Family Office LLC
✚
|
GA | 2.7 |
|
St Germain Investment Management Inc
✚
|
MA | 2.7 |
|
Voya Financial Advisors Inc
✚
|
CT | 2.7 |
|
Donaldson Capital Management LLC
✚
|
IN | 2.7 |
|
Arete Wealth Advisors LLC
✚
|
IL | 2.7 |
|
FAS Wealth Partners Inc
✚
|
KS | 2.6 |