Xambala Asset Management, LLC

Xambala Asset Management, LLC (CRD# 145618) is a financial advisory firm headquartered in Sunnyvale, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Xambala Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Daniel P. Trepanier
CRD#: 5446251
640 W. California Avenue, Suite 220, Sunnyvale, CA 94086

Daniel Trepanier (CRD# 5446251) is an Investment Advisor Representative working at Xambala Asset Management, LLC in Sunnyvale, CA and has over 8 years of experience in the finance industry.

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