XENA FINANCIAL PLANNING, LLC
XENA FINANCIAL PLANNING, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 333436). Regulatory assets under management: $104.5M.
Registration
- CRD: 333436
- SEC file number: 801-134943
- Type: Registered investment adviser
- Location: 650 NE HOLLADAY ST, SUITE 1600, PORTLAND, OR, 97232
- Phone: (503) 714-7357
- Latest filing: 2026-04-27
- Regulatory AUM: $104.5M
- Discretionary AUM: $104.5M
- Clients: 4
- Accounts: 384
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| James Barrett Hindes | PARTNER, CHIEF COMPLIANCE OFFICER, MEMBER | — |
| Danika Bondi Waddell | PARTNER, MEMBER | — |
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