Juan Fernando Castano Tobon

Xp Advisory US, INC.

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Xp Advisory US, INC.

Compensation

Fee-Only (AUM)

Firm Size

24 advisors

Number of Clients

386 clients

Average Client Portfolio

$4.1M average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Minimum Annual Fee:$5,000

Location

701 Brickell Avenue, Suite 2120, Miami, FL, 33131

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Xp Advisory US, INC.

December 2021 - Present · 4 yrs 2 mos

Xp Investments US, LLCBroker

November 2020 - Present · 5 yrs 3 mos

State Registrations24 states

CACOCTDCDEFLGAILINMAMDMIMNNCNENHNJNVNYORPARISCTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.