Xavier
Desforges
Townsquare Capital, LLC
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About this Advisor
Xavier Desforges is a financial advisor based in Provo, Utah, working with Townsquare Capital, LLC. Xavier has previously held positions at Yellowstone Partners, LLC, Allegis Investment Advisors, and Townsquare Capital, LLC. Xavier has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Xavier is part of Townsquare Capital, LLC, which operates out of Provo, Utah. The firm has 1 office and 17 employees. The firm manages assets totaling $8.8 billion and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Townsquare Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$8,777,551,735
17
33,539
$261,712
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Xavier Desforges Work History
Townsquare Capital, LLC
Allegis Investment Advisors
Yellowstone Partners, LLC
Disclosures
Please visit the SEC profile of Xavier Desforges to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Townsquare Capital, LLC
Provo, UT
Idaho Falls, ID
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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