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
https://xpandinvestment.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, NJ

Financial Advisors at Xpand Investment LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Manih, financial advisor Weehawken NJ
Charles Manih
CRD#: 7475359
Weehawken, NJ

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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