XML FINANCIAL, LLC
Doing business as XML FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$3,298,062,805
Discretionary
$2,487,061,599
Non-discretionary
$811,001,206
Firm details
- CRD number
- 284987
- SEC file number
- 801-108376
- Main office
- BETHESDA, MD, United States
- Employees
- 54
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.