$300 Total AUM
$300 Disc. AUM
-78.2% 3Y CAGR
0 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
84 W Santa Clara ST Suite 700 SAN Jose CA
About Xoomfi Advisors
XoomFi Advisors is an SEC-registered, internet-based RIA offering actively managed EPIC equity premium income models in separately managed accounts. Portfolios combine long/short equities and options (e.g., covered calls and puts) to target income plus equity appreciation, benchmarked to the S&P 500. Onboarding and suitability are handled online via a risk questionnaire, and accounts are custodied and traded on Interactive Brokers.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$50 AVG AUM / CLIENT
5.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
5yrs Firm Age
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Owner & Executives
K
Kumar Natvarlal Shah
Chairman, Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300 | $100 |
| Non-Discretionary | $0 | -- |
| Total | $300 | $100 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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