Updated:
Expand Financial Group, LLC
Expand Financial Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 293160, SEC file 801-134940).
Overview
Expand Financial Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 293160, SEC file 801-134940). Its Form ADV filed on 1 May 2026 reports $113.5M in regulatory assets under management across 745 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$113.5M regulatory AUM (Form ADV, May 2026)
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Expand Financial Group, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.