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EXPAND FINANCIAL, LLC

CRD 152515 · SEC 801-121644

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AL, United States

Phone

720-387-8158

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.77B

Discretionary AUM

$2.70B

Team

6 total employees; 6 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF TOTAL PLAN ASSETS

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING

Client types

TypeClientsAUM
Individuals87$17.1M
High net worth individuals32$68.1M
Pension/profit sharing plans1739$2.69B

States served

AL, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD