XML Financial LLC
Nombre legal: XML FINANCIAL, LLC
Detalles de contacto completos
XML Financial LLC
1 PRESERVE PARKWAY, SUITE 120, ROCKVILLE, MD
(301) 770-5234
(301) 770-4929
Otra información
XML Financial LLC, legalmente conocida como XML FINANCIAL, LLC, es una compañía de responsabilidad limitada con sede en Delaware y cuenta con 29 empleados, 23 de los cuales desempeñan roles de asesoramiento. La empresa ha obtenido el estatus aprobado por la SEC y está registrada desde el 12 de septiembre de 2016. Actualmente, presta servicios a 4 clientes y sigue ofreciendo servicios excepcionales de análisis financiero.
Financial Planning & Wealth Management | XML Financial Group
The Wealth Advisors at XML Financial Group help individuals, businesses, and nonprofits simplify the complexities of their financial needs. Let's talk.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Wealth Management Services for Women | Expert Financial Planners in DC, MD, VA
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Propietarios directos
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BRETT SHANE BERNSTEIN
CHIEF EXECUTIVE OFFICER posee menos de 5%
-
CURTIS JEFFREY CONGDON
PRESIDENT posee menos de 5%
-
FOCUS OPERATING, LLC
MEMBER (MANAGER) posee 75% o más
-
JENNIFER LARA SZARO
CHIEF COMPLIANCE OFFICER posee menos de 5%
-
ROBERT DAVID KANTOR
CHIEF INVESTMENT OFFICER posee menos de 5%
Propietarios indirectos
-
FOCUS FINANCIAL PARTNERS INC.
MEMBER posee 75% o más
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más
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