Xlm Capital Management, LLC is an adviser based in Dexter. It manages $34.83 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Michigan.
Xlm Capital Management provides portfolio management for individuals and small businesses. 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 Xlm Capital Management, LLC is $34.83 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Xlm Capital Management, LLC for their services and products based on a percentage of assets under management. 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.
The principal office where Xlm Capital Management, LLC performs its advisory services is located at 7444 Dexter Ann Arbor Road, Suite L, Dexter, MI 48130, which is also the mailing address of the firm. An additional office of the firm is in Chelsea, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 734-426-8560. The normal business hours are 09:30 a.m. - 4:00 p.m. on Monday - Friday.