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RIA · CRD 314872SEC-Registered

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Xoomfi Advisors

XoomFi Advisors is a Registered Investment Advisor (RIA) registered with the SEC, acting as a fiduciary to invest client funds in actively managed XoomFi...

Overview

XoomFi Advisors is a Registered Investment Advisor (RIA) registered with the SEC, acting as a fiduciary to invest client funds in actively managed XoomFi Equity Premium Income (EPIC) investment models. It is registered as an Internet Investment Adviser and handles client interactions exclusively through its interactive website. The firm has developed an active, risk-managed long-short investing strategy intended to outperform the S&P 500, deliver income and growth, and generate superior alpha on a risk-adjusted basis. Client funds are held in separately managed accounts.

Website
xoomfi.com

General information

Firm type

RIA

Location

City

San Jose

Frequently asked questions

Who is the principal behind Xoomfi Advisors?

No principal has been publicly identified. The firm's complete absence from commercial databases, regulatory filings, and media coverage means the financial backing individual or family remains unknown to outside parties.

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