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
Robert Kantor (CRD# 2117737) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 33 years of experience in the finance industry.
Jason Klopman (CRD# 4981914) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry.
Beth Levine (CRD# 2549150) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 28 years of experience in the finance industry.
David Margulies (CRD# 1629190) is an Investment Advisor Representative working at Xml Financial Group in Saint Petersburg, FL and has over 37 years of experience in the finance industry.
John May (CRD# 872582) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 44 years of experience in the finance industry.
Lauren O'brien (CRD# 5954360) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 12 years of experience in the finance industry.
Kevin Peters (CRD# 4173093) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 22 years of experience in the finance industry.
Mark Samson (CRD# 1852092) is an Investment Advisor Representative working at Xml Financial Group in Fort Washington, PA and has over 33 years of experience in the finance industry.
John Sciuto (CRD# 6416953) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 9 years of experience in the finance industry.
Jennifer Szaro (CRD# 4395464) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 23 years of experience in the finance industry.