Xoomfi Advisors, based out of San Jose, CA, is a highly reputable and client-focused investment advisory firm. With a dedicated team of experts, they have successfully managed the assets of over 0 individual clients, totaling more than $28,000 in assets under management.
As a small firm, Xoomfi Advisors prides itself on providing personalized and tailored investment strategies to meet the unique needs and goals of their clients. Their extensive experience and comprehensive knowledge allow them to effectively manage a wide range of investment portfolios, including employer 401K plans and individual accounts.
With over 80% of t...
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Assets Under Mgmt
$27.9k
Investment Professionals
N/A
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
Performance-based fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.