Overview
Assets Under Management: $2.8 billion
High-Net-Worth Clients: 32
Average Client Assets: $2.1 million
Frequently Asked Questions
EXPAND FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152515), EXPAND FINANCIAL, LLC is subject to fiduciary duty under federal law.
EXPAND FINANCIAL, LLC serves 32 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, EXPAND FINANCIAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
EXPAND FINANCIAL, LLC manages $2.8 billion in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, EXPAND FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.46%
Average Client Assets: $2.1 million
Total Client Accounts: 1,959
Discretionary Accounts: 1,907
Non-Discretionary Accounts: 52
Regulatory Filings
CRD Number: 152515
Filing ID: 2052546
Last Filing Date: 2026-03-02 15:17:42