EXPAND FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$113,456,003
Discretionary
$97,221,159
Non-discretionary
$16,234,844
Firm details
- CRD number
- 293160
- SEC file number
- 801-134940
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.