XY INVESTMENT SOLUTIONS, LLC
Doing business as XYPN SAPPHIRE. SEC Form ADV profile.
Total regulatory AUM
$1,253,476,799
Discretionary
$1,250,443,187
Non-discretionary
$3,033,612
Firm details
- CRD number
- 285967
- SEC file number
- 801-118916
- Main office
- BOZEMAN, MT, United States
- Employees
- 69
- SEC status
- Approved
- Website
- https://www.trophypointfp.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.