XML Financial LLC
Nom légal: XML FINANCIAL, LLC
Coordonnées complètes
XML Financial LLC
1 PRESERVE PARKWAY, SUITE 120, ROCKVILLE, MD
(301) 770-5234
(301) 770-4929
Autre info
XML Financial LLC, légalement connue sous le nom de XML FINANCIAL, LLC, est une société à responsabilité limitée basée dans le Delaware avec 29 employés, dont 23 dans des rôles conseillers. La société a obtenu le statut approuvé par la SEC et est enregistrée depuis le 12 septembre 2016. Actuellement, elle sert 4 clients et continue de fournir des services exceptionnels d'analyse financière.
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!
Propriétaires directs
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BRETT SHANE BERNSTEIN
CHIEF EXECUTIVE OFFICER possède Moins de 5%
-
CURTIS JEFFREY CONGDON
PRESIDENT possède Moins de 5%
-
FOCUS OPERATING, LLC
MEMBER (MANAGER) possède 75% ou plus
-
JENNIFER LARA SZARO
CHIEF COMPLIANCE OFFICER possède Moins de 5%
-
ROBERT DAVID KANTOR
CHIEF INVESTMENT OFFICER possède Moins de 5%
Propriétaires indirects
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FOCUS FINANCIAL PARTNERS INC.
MEMBER possède 75% ou plus
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER possède 75% ou plus
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