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
Jennifer Telesca (CRD# 3202134) is an Investment Advisor Representative working at Xml Financial Group in Fort Washington, PA and has over 24 years of experience in the finance industry.
Jordan Vanoort (CRD# 5206546) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 16 years of experience in the finance industry.
Meredith Wade (CRD# 4682557) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 20 years of experience in the finance industry.
John Wightman (CRD# 2769487) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 18 years of experience in the finance industry.
Radley Ellenbogen (CRD# 7513324) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 2 years of experience in the finance industry.
Caleb Long (CRD# 6819713) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 4 years of experience in the finance industry.
Nicole Treiber (CRD# 6324545) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 4 years of experience in the finance industry.