About this location
XML FINANCIAL GROUP offers portfolio management for individuals and/or small businesses, educational seminars/workshops, financial planning services, pension consulting services, selection of other advisers, portfolio management for businesses and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$2,257,740,308
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Hourly charges
A percentage of assets under management
Fixed fees
Advisors at This Location
John May
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David Margulies
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Robert Kantor
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Steven Collins
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Beth Levine
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John Wightman
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Michelle Cooper
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Brett Bernstein
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Kevin Peters
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Sharon Abbey
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Jennifer Szaro
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Curtis Congdon
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Jason Klopman
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Alexandra Chelekhov
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Robert Abel
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Stephen Clagett
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Noorjahan Enayat
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Lauren O'brien
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Nicole Treiber
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John Sciuto
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Radley Ellenbogen
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