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| Happy Holidays!! thanks for using AUM13F!! |
| XY Investment Solutions LLC
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| CRD # | 285967 |
| SEC # | 801-118916 |
| CIK # | |
| AUM | $321.0 M (2025-07-31) |
| Employees | 31 (94% Investors, 0% Brokers) |
| Phone | 360-301-7579 |
| Address | 24 E Main Street Bozeman, MT 59715 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 84.4 |
| (b) Individuals (high net worth individuals) | 32 | 77.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 61 | 159.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,539 | 321.0 |
| By Discretionary | ||
| Discretionary | 2,371 | 295.1 |
| Non-Discretionary | 168 | 26.0 |
| Total | 2,539 | 321.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 319.0 | |
| Total | 2,539 | 321.0 |
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|---|---|---|
|
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IL | 0.3 |
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KS | 0.3 |
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PA | 0.3 |
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NY | 0.3 |
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Goldman Lancaster Inc
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CA | 0.3 |
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Range Financial Group LLC
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OR | 0.3 |
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Coign Capital Advisors LLC
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UT | 0.3 |
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Accent Capital Management LLC
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OH | 0.3 |
|
Consolidated Capital Management LLC
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CA | 0.3 |
|
MPWM Advisory Solutions LLC
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GA | 0.3 |