For those seeking to build wealth while mitigating risk, XO Advisors are fiduciaries with institutional knowledge who provide customized financial portfolios that align with clients’ principles.
Advisory Services are offered through Sowell Management, a Registered Investment Advisor. This profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 401 Wilshire Boulevard / 12th Floor Penthouse, Santa Monica,california 90401,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- portfolio management, wealth management, retirement planning, estate planning, financial market research.
- HQ
- Santa Monica, California
- Competitors
- 6sense, Cyderes, Cutesy India, Clarity, Meny Norway, NorgesGruppen, ASKO.
Xo Advisors Questions
Xo Advisors's LinkedIn profile is https://www.linkedin.com/company/xo-advisors
Xo Advisors has
1 employees.
View email and phone details for 1
employees at Xo Advisors.
Xo Advisors's industry is
Financial Services
Xo Advisors's top competitors are
6sense,
Cyderes,
Cutesy India,
Clarity,
Meny Norway,
Norgesgruppen,
Asko.
Xo Advisors's categories are Financial Services
Xo Advisors's founding year is 2016
