X
$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2024
- Office Locations
- 1
Office Locations
337 N Vineyard AVE #230 Ontario CA
About XEL
XEL is a Ontario-based RIA. The firm has been operating for 2 years. Managing $8.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$250.8K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Saad El-Hajjaoui
Chief Compliance Officer, Chief Executive Officer, Director of Wealth Management
- CRD
- #7128429
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,528,556 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,528,556 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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