XP ADVISORY US, INC.
SEC Form ADV profile.
Total regulatory AUM
$792,319,508
Discretionary
$721,336,265
Non-discretionary
$70,983,243
Firm details
- CRD number
- 173779
- SEC file number
- 801-114590
- Main office
- MIAMI, FL, United States
- Employees
- 34
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based Other
As of October 2026.