Xena Financial Planning, LLC

CRD 333436 · Portland, OR · $104.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 333436
SEC number: 801-134943
Firm type: RIA
Assets under management: $104.5M as of Apr 27, 2026
Website: xenafp.com ↗
Phone: (503) 714-7357
Address: 650 Ne Holladay St, Portland, OR, 97232

Advisors at this firm

2 in our index · page 1 of 1

James Barrett HindesCRD 7049120 · Portland, OR

IA Registered
Danika Bondi WaddellCRD 6525200 · Seattle, WA

IA Registered

Source & corrections

Where this page comes from

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