EXPAND FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,772,194,954
Discretionary
$2,696,226,811
Non-discretionary
$75,968,143
Firm details
- CRD number
- 152515
- SEC file number
- 801-121644
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.