Overview
Assets Under Management: $823 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 137
Average Client Assets: $3.2 million
Frequently Asked Questions
XPYRIA INVESTMENT ADVISORS, INC. 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 #106438), XPYRIA INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
XPYRIA INVESTMENT ADVISORS, INC. is headquartered in PITTSBURGH, PA.
XPYRIA INVESTMENT ADVISORS, INC. serves 137 high-net-worth clients according to their SEC filing dated April 19, 2024. View client details ↓
According to their SEC Form ADV, XPYRIA INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
XPYRIA INVESTMENT ADVISORS, INC. manages $823 million in client assets according to their SEC filing dated April 19, 2024.
According to their SEC Form ADV, XPYRIA INVESTMENT ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.89%
Average Client Assets: $3.2 million
Total Client Accounts: 1,007
Discretionary Accounts: 1,007
Regulatory Filings
CRD Number: 106438
Filing ID: 1867633
Last Filing Date: 2024-04-19 14:17:00