X Advisors, LLC

6345 Balboa Blvd
Building 1, Suite 100

Encino, CA 91406

6615056311

About X Advisors, LLC

At X Advisors, we are committed to delivering personalized investment management and comprehensive wealth planning designed with your unique aspirations in mind. Our mission is to simplify the intricacies of wealth management, offering clear, actionable guidance that empowers you to achieve your financial objectives. From novice investors taking their first steps to seasoned individuals preparing for a secure retirement, we provide expert insights, and customized support to navigate your financial journey today and for the years ahead.

See Disclosures

General Information

Firm Start Year

1985

No. of Employees

20-49

Firm CRD#

315838

Name of Custodial Firm

Charles Schwab

States Licensed in

All 50 states

Years of Experience in Financial Services

40

Work with the following types of clients

Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 7, Series 24, Series 63, Series 65, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Life, Disability, Annuity, Life, Variable Annuity

Firm Information

Firm's Number of Clients

500+

Firm's Number of Planning Clients

100+

Firm's Number of Managed Clients

500+

Assets Managed by Firm

$1,700,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Disclosures

FinancialPlanners.net provides referrals to financial professionals. FinancialPlanners.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892834/financialplanners-X-Advisors,-LLC-detailed-disclosure.html