Xpand Investment LLC
Xpand Investment LLC (CRD# 317978) is a financial advisory firm headquartered in , . They manage $326,700 in 9 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Xpand Investment LLC
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts9ACCOUNTS
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Average Account Value$36,300
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NJ
Financial Advisors at Xpand Investment LLC
1
Charles Manih (CRD# 7475359) is an Investment Advisor Representative working at Xpand Investment LLC in Weehawken, NJ and has 1 year of experience in the finance industry.
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