XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC. Our professionals service approximately $4 billion in client assets*. Headquartered in Bethesda, Maryland, XML offers a suite of wealth and investment management services to high-net-worth individuals, businesses and families located across the country with a mission of putting our clients and their financial goals first. For more information about XML, please visit www.xmlfg.com.
*Approximate assets serviced by employees includes both investment advisory and brokerage assets.
Company Details
- Employees
- 40
- Founded
- -
- Address
- 6901 Rockledge Dr,
- Phone
- 703-827-2300
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- xmlfg.com
- Keywords
- Financial Planning, Retirement Planning, Plan Design, Tax Strategies, Insurance Planning, Investment Management, Wealth Management.
- HQ
- Bethesda, Maryland
Xml Financial Group Questions
Xml Financial Group's helpline number is 703-827-2300
Xml Financial Group's website is xmlfg.com
Xml Financial Group's LinkedIn profile is https://www.linkedin.com/company/xml-financial-group
Xml Financial Group has
40 employees.
View email and phone details for 40
employees at Xml Financial Group.
Xml Financial Group's industry is
Financial Services
Xml Financial Group's top competitors are
1919 Investment Counsel,
Ey,
Wms Partners Is Now Hb Family Office,
Xml International,
Remundo,
Chevy Chase Trust,
Heritage Investors Management Corporation,
Harbor Investment Advisory, Llc,
Deloitte,
Sloane Strategy.
Xml Financial Group's categories are Financial Services
Xml Financial Group's founding year is 2016
