Adviser Profile
| As of Date | 08/18/2024 |
| Registration status | Registration Changed to X ADVISORS, LLC |
| ADV Location | SANTA MARIA, CA, United States |
| Contact Info | 805 xxxxxxx |
| Websites |
| AUM* | 117,777,422 27% |
| of that, discretionary | 111,589,000 20% |
| Number of Employees | 10 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 247,952 -52% |
| % High Net Worth | 5.26% 89% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds