Company Email Format Management

XML Financial Group

Financial Services 6901 Rockledge Dr 40 employees

Employees: 40
Contacts: 3
Emails: 3
Phones: 3

xmlfg.com LinkedIn

XML Financial Group Overview

Headquarters: 6901 Rockledge Dr
Phone Number: Available in AeroLeads
Website: xmlfg.com
Industry: Financial Services
Employees: 40
Founded: 2016
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Retirement Planning Plan Design Tax Strategies Insurance Planning Investment Management Wealth Management

About XML Financial Group

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.

XML Financial Group Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 3; 100.0% coverage

XML Financial Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Curtis Congdon, Cfp®, Crpc®	President at Xml Financial Group	Falls Church, Virginia, United States	Email Phone
Brett Bernstein, Cfp®	CEO & Co-founder at Xml Financial Group	Bethesda, Maryland, United States	Email Phone
Rob Kantor		Rockville, Maryland, United States	Email Phone