XML Financial Group: Detailed Company Information & Corporate Profile
Contact top employees from
XML Financial Group
Summary
The company currently specializes in the Financial Services area. The annual revenue of XML Financial Group varies between 10M and 50M. To connect with XML Financial Group employee register on SignalHire.
| XML Financial Group Website | xmlfg.com |
| Phone Number | 3017705234 |
| Industries | |
| XML Financial Group Headquarters address | 6901 Rockledge Dr, Bethesda, Maryland, 20817 US |
| Company Size | 10-50 employees |
| Specialties | Financial Planning, Retirement Planning, Plan Design, Tax Strategies, Insurance Planning, Investment Management, Wealth Management |
| Founded | 2016 |
| Estimated Annual Revenue | $10M - 50M |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Length of Employment
XML Financial Group's workforce includes employees across a wide range of tenure levels.
8% have been with the company for 1 to 2 years23% have been with the company for 3 to 4 years8% have been with the company for 5 to 7 years23% have been with the company for 8 to 10 years38% have been with the company for more than 11 yearsContact top employees from
XML Financial Group
Brett BernsteinCEO & Co-founder
Email (6)b********n@rachlin.com
, b********n@xmlfg.com
, b***t@xmlfg.com
, ...
Phone (2)+1-909-***-**30
, +1-323-***-**25
Debbie RaymanClient Service Associate
Email (4)d***@xmlfg.com
, d***@yahoo.com
, d***@gmail.com
, ...
Phone (2)+1-480-***-**52
, +1-480-***-**26
Susan HarpeCompliance Specialist
Caite StevensChief Technology Officer, Chief Information Security Officer
Phone (1)+1-***-***-4557
Louis BlancClient Services Associate
Email (5)l***********c@suntrust.com
, l*********c@suntrust.com
, l****c@xmlfg.com
, ...
Phone (1)+1-***-***-1217
Michelle CooperPartner & Director
Email (4)m*************r@ml.com
, m*************r@ml.com
, m*****r@na2.us.ml.com
, ...
Phone (3)+1-323-***-**22
, +1-520-***-**93
, ...
Jayson MagroClient Service Associate
Email (3)j**********o@morganstanley.com
, j****o@xmlfg.com
, j**********o@yahoo.com
Phone (2)+1-520-***-**05
, +1-870-***-**67
Nicole TreiberWealth Advisor
Email (4)n***@yahoo.com
, n***@hotmail.com
, n***@aol.com
, ...
Phone (2)+1-623-***-**62
, +1-205-***-**15
Douglas CallanSenior Portfolio Manager
Email (3)d***@gmail.com
, d***@yahoo.com
, d***@ubs.com
Phone (3)+1-205-***-**90
, +1-323-***-**29
, ...
Blake KantorAssociate
Email (2)b**********r@greystone.com
, b**********1@gmail.com
Phone (4)+1-909-***-**49
, +1-520-***-**95
, ...
Radley EllenbogenWealth Advisor
Email (4)r***@yahoo.com
, r***@nfp.com
, r***@californiatortilla.com
, ...
Phone (2)+1-480-***-**15
, +1-480-***-**87
Hannah MyersDirector of Marketing
Email (2)h***@aol.com
, m***@gmail.com
Phone (3)+1-205-***-**92
, +1-520-***-**65
, ...
Companies Similar to XML Financial Group
XML Financial Group Corporate Information: FAQ
XML Financial Group operates in the Finance industries. More details can be found on the official website: xmlfg.com.
The headquarters of XML Financial Group are located in Bethesda, United States.
You can contact XML Financial Group by phone at 3017705234.
XML Financial Group currently employs 10-50 people.
XML Financial Group's revenue is approximately 23.9M.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
