Xelan Inc is a large advisory firm based in San Diego. It manages $510 million of regulatory assets for 3,086 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 39 other states.
Xelan provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for approximately 1,400 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Xelan Inc is $510 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Xelan Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lewis Donald Guess has been acting as President since 1 Jan 1973. Melissa Murphy joined the executive team most recently as the Secretary.
The principal office where Xelan Inc performs its advisory services is located at 401 West A St., Ste 2210, San Diego, CA 92101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-232-0444 or by fax 619-232-8197. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.xelan.com.