Xulu Inc is a large advisory firm based in San Francisco. It manages $969.23 million of regulatory assets for 13,751 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Xulu provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Xulu Inc is $969.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17522% 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 Xulu Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel Russell Waltcher has been acting as President since 1 Oct 2015. Simon Moore has served as the Chief Investment Officer since 1 Dec 2013 and Bo Nmn Lu is the Chief Executive Officer of Xulu Inc family office. Adam Jay Mizock joined the executive team most recently as the General Counsel.
The principal office where Xulu Inc performs its advisory services is located at 505 Howard Street, San Francisco, CA 94105, 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 8009757199. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at futureadvisor.com.