X Advisors, LLC

EST. AUM
$228,610,000

CONTACTS
1

CLIENT ACCOUNTS
659

Firm Details

Metro area Los Angeles
CRD Number 315838
Website xadvisors.co
Client types

Overview

X Advisors (xadvisors) provides investment management and strategic wealth planning for individuals, families, retirees, and business owners. The firm outlines a multi-step advisory process—introductory meeting, exploration and preliminary planning, detailed planning, and ongoing support—designed to align financial strategies with changing life circumstances. Core service areas include financial planning, retirement planning, investment planning, estate planning, and insurance planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

X Advisors, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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