About the firm
A registered investment advisory firm. It manages about $24.4 million for roughly 93 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$256,989
Assets under management ?$24.4 million
Individual clients93
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Xponify
1Advisors
10Median years of experience
1States with offices
–Offices
Also known as
Xponify Financial · Xponify LLC · Xponify Financial LLC
About Xponify
How do I contact Xponify?
Call the main office at 214-842-9845. The main office is at , .
How is Xponify paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Xponify offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Xponify?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.