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X AND Y ADVISORS, INC.
CRD 287715
840 APOLLO STREET, SUITE 100, EL SEGUNDO, CA, 90245, United States
Phone
(323) 942-9881
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.8M
Discretionary AUM
$18.8M
Team
2 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.7M |
| High net worth individuals | 10 | $17.1M |
All web addresses on file
Official SEC filing: View on IAPD