XML Financial LLC
Legal Name: XML FINANCIAL, LLC
Full Contact Details
XML Financial LLC
1 PRESERVE PARKWAY, SUITE 120, ROCKVILLE, MD
(301) 770-5234
(301) 770-4929
Other Info
XML Financial LLC, legally known as XML FINANCIAL, LLC, is a Limited Liability Company based in Delaware with 29 employees, 23 of whom are in advisory roles. The firm has earned the approved SEC status and is registered since September 12, 2016. Currently, it serves 4 clients and continues to provide exceptional financial analysis services.
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
At XML-W we exist to empower and educate women like you. We take a holistic approach to wealth management, keeping the whole person in mind. Read more on our website here!
Direct Owners
-
BRETT SHANE BERNSTEIN
CHIEF EXECUTIVE OFFICER owns less than 5%
-
CURTIS JEFFREY CONGDON
PRESIDENT owns less than 5%
-
FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
-
JENNIFER LARA SZARO
CHIEF COMPLIANCE OFFICER owns less than 5%
-
ROBERT DAVID KANTOR
CHIEF INVESTMENT OFFICER owns less than 5%
Indirect Owners
-
FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more