X Advisors, LLC
X Advisors, LLC (CRD# 315838) is a financial advisory firm headquartered in Santa Maria, CA. They manage $93,000,000 in 180 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management93MILLION
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Total Number of Accounts180ACCOUNTS
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Average Account Value$516,667
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at X Advisors, LLC
1
James Curran (CRD# 6569802) is an Investment Advisor Representative working at X Advisors, LLC in Bakersfield, CA and has over 8 years of experience in the finance industry.
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