XY Planning Network Inc

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Fund Information and Directors

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XY Planning Network Inc
Firm
Fund #
CIK #0001873438
Sale2021-06-28 ($0.8 M Offered, $0.6 M Sold)
Fund
Phone4064139200
Address24 E Main St
Bozeman, Montana 59715
Source [EDGAR]
Fund AUM and Sold ($k)
60048036024012002009201320172022
Fund Details
Director
Custodian
Auditor
Marketer
Broker
Jurisdiction
Form D Offering
Filed2021-07-23 (D)
Exemption506(b)
Remaining$199,996
DurationOne year or less
RevenueDecline to Disclose
DirectorsRole2011 - 2026
Ryan Watin Executive Officer
Vincent Hockett Executive Officer
Michael Kitces Executive Officer
Robert Moore Executive Officer
Stephanie Foster Executive Officer
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