Also known as cxi
CXI Advisors is a wealth manager based in Auburn, California, founded in 2018, whose website presents the firm as Credent Wealth Management. It describes itself as a transparent, fee-only fiduciary and a member of NAPFA. The firm provides financial planning, investment management, retirement, tax, estate and business planning to individuals and families, executives and high earners, and institutions. It cites about 30 years of experience and compliance with the Global Investment Performance Standards (GIPS), with more than 10 years of verified performance.
Public regulatory records matched to CXI Advisors from SEC and IRS filings.
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CXI Advisors is a wealth manager based in Auburn, United States.
CXI Advisors is headquartered in Auburn, United States.
CXI Advisors was founded in 2018.
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