XML Financial Group - Investment Advisers

About XML Financial Group

XML Financial Group is an investment adviser based in Bethesda, Maryland, registered under the legal name XML Financial, LLC. The firm reports $3.3 billion in regulatory assets under management and employs 54 people. It is listed in the directory of US investment advisers and is one of the investment advisers in Maryland. The firm's listed website belongs to Focus Financial Partners, a network of independently managed wealth and business management firms. The network describes an approach centered on serving clients through their advisors, with shared access to resources such as family office, tax, trust and estate planning, and valuation services. Member firms also have access to capital investment, practice management, and succession planning. Focus Financial Partners states that it has more than 20 years of experience and has completed over 300 transactions. The network presents itself as a long-term partner that emphasizes stability alongside growth. The sources provided do not describe XML Financial Group's own services, clients, or history in detail. Note: only two link slots were provided, so both are used. The text is about 170 words.

Key Facts

Assets Under Management

$3.3B

Employees

54

SEC File Number

801-108376