XPONIFY, INC.
CRD 329352
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$24.4M
Discretionary AUM
$24.4M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $17.9M |
| High net worth individuals | 5 | $6.0M |
| Charitable organizations | 1 | $500K |
All web addresses on file
Official SEC filing: View on IAPD