X And Y Advisors, Inc.

X And Y Advisors, Inc. (CRD# 287715) is a financial advisory firm headquartered in El Segundo, CA. They manage $5,736,328 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

840 Apollo Street, Suite 100, El Segundo, CA 90245

https://www.xandyadvisors.com/

By the Numbers

Total Assets Under Management

6

MILLION
Total Number of Accounts

60

ACCOUNTS
Average Account Value

$95,605

Compensation Options

Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at X And Y Advisors, Inc.

Showing 1 - 2 of 2 top financial advisors.

Jiyao Xu

CRD#: 6407113

840 Apollo Street, Suite 100, El Segundo, CA 90245

Jiyao Xu (CRD# 6407113) is an Investment Advisor Representative working at X And Y Advisors, Inc. in El Segundo, CA and has over 7 years of experience in the finance industry.

Vivianna X. Zhao

CRD#: 6768281

840 Apollo Street, Suite 100, El Segundo, CA 90245

Vivianna Zhao (CRD# 6768281) is an Investment Advisor Representative working at X And Y Advisors, Inc. in El Segundo, CA and has over 7 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals