XML FINANCIAL GROUP

6901 Rockledge Drive
Suite 730
Bethesda, Maryland 20817
Tel: (301) 770-5234

About XML FINANCIAL GROUP

XML FINANCIAL GROUP, formally registered with the SEC as XML FINANCIAL GROUP. The firm was established in 09/12/2016. They have over 17 offices throughout the country.

XML FINANCIAL GROUP is a Bethesda, Maryland based Financial Planning firm with nearly $2,753,502,220 assets under management, offering retirement planning & investment advisory services to 5960 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284987
SEC#	801-108376
Assets Managed by Firm	$2,753,502,220
No. of Clients	5960
No. of Advisors	52

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5960	$2,753,502,220
Individuals (other than high net worth individuals)	3834	$2,047,751,927
High net worth individuals	275	$667,202,617
Pension and profit sharing plans	29	$23,546,756
Charitable organizations	14	$6,258,714
Corporations or other businesses	23	$8,742,206

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PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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