Xml Financial Group
Xml Financial Group (CRD# 284987) is a financial advisory firm headquartered in Bethesda, MD. They manage $2,753,502,220 in 5,960 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management2,754MILLION
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Total Number of Accounts5,960ACCOUNTS
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Average Account Value$461,997
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Sharon Abbey (CRD# 4319044) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 21 years of experience in the finance industry.
Brett Bernstein (CRD# 3103034) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 25 years of experience in the finance industry.
Douglas Callan (CRD# 5188893) is an Investment Advisor Representative working at Xml Financial Group in Fort Washingtion, PA and has over 15 years of experience in the finance industry.
Stephen Clagett (CRD# 5280013) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 5 years of experience in the finance industry.
David Clark (CRD# 2871616) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 26 years of experience in the finance industry.
Steven Collins (CRD# 2367431) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry.
Curtis Congdon (CRD# 4890245) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 18 years of experience in the finance industry.
Michelle Cooper (CRD# 3072637) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 22 years of experience in the finance industry.
Noorjahan Enayat (CRD# 5529897) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 11 years of experience in the finance industry.
Alexandra Kantarski (CRD# 5153780) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry.