X
$900.3K Total AUM
$900.3K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2022
- Office Locations
- 1
Office Locations
-- Chula Vista CA
About Xpand Investment LLC
Xpand Investment LLC is a Chula Vista-based RIA. The firm has been operating for 3 years. Managing $900.3K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$900.3K AVG AUM / ADVISOR
$128.6K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Charles Manih
PRINCIPAL
- CRD
- #7475359
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $900,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $900,307 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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