Assets Under Management
$189.9M
Number of Clients
275
Number of Advisors
5
Average Client AUM
$691K
AUM per Advisor
$38.0M
Compensation
Fee-Only (AUM)
X Advisors, LLC provides investment advisory services, including asset management and financial planning. They create tailored portfolios and offer standalone financial planning services covering various aspects of financial management. They also offer wealth management services, including estate, insurance, and tax planning assistance. The firm may provide cash or non-cash compensation to unaffiliated persons for testimonials or endorsements.
2646 Santa Maria Way, Suite 104, Santa Maria, CA, 93455