Overview
Assets Under Management: $882 million
Headquarters: BOZEMAN, MT
High-Net-Worth Clients: 148
Average Client Assets: $3 million
Frequently Asked Questions
XYPN INVEST 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 #285967), XYPN INVEST is subject to fiduciary duty under federal law.
XYPN INVEST is headquartered in BOZEMAN, MT.
XYPN INVEST serves 148 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, XYPN INVEST offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
XYPN INVEST manages $882 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, XYPN INVEST 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: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,774
Discretionary Accounts: 3,764
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 285967
Filing ID: 2050364
Last Filing Date: 2026-02-05 11:35:37