Fee-OnlyFinder

X and Y Advisors, INC.

Financial planning in El Segundo, CA

State registeredNo commissions reported

Call (323) 942-9881Send a messageMap ↗

Public-record details

Address
840 Apollo Street, Suite 100, El Segundo, CA 90245
Phone
(323) 942-9881
Listed under
Financial planning, Flat / fixed fees
CRD number
287715
Registration
State registered: CA
Compensation (Form ADV 5.E)
Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$18.8 million
Accounts managed
75
Clients reported (Form ADV 5.D)
17
Individual / high-net-worth clients
7 / 10
Employees
2
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-31

State registered (CA) investment adviser, CRD 287715, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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