XEL

XEL of ONTARIO, CA is an SEC-registered investment adviser (CRD 329693). Regulatory assets under management: $8.5M.

Registration

• CRD: 329693
• Type: Registered investment adviser
• Location: 337 N VINEYARD AVE #230, ONTARIO, CA, 91764
• Phone: 909-635-9310
• Latest filing: 2026-05-05
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329693 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search