XYPN Sapphire

Overview

XYPN Sapphire is an SEC registered investment adviser based in Bozeman, MT, registered since 2017. It reports $1.3B in assets under management across 4,262 accounts, with 69 employees. It has 61 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

100%

Accounts

4,262

Average account

$294K

Employees

69

Advisory reps

61

Registered since

2017

Jurisdictions

40

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other Investment Advisors
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Robert Alan Moore President, Chief Executive Officer CRD 6010619
• Bradley Michael Griffiths II Chief Compliance Officer CRD 6545034
• Taylor Michelle Hain Vice President CRD 8046380

Advisory reps 3 of 61

• Andrew Michael Almeida Investment Adviser Rep CRD 5437669
• Christopher Alan Arnold Investment Adviser Rep CRD 6480410
• Alexa Symone Ashi Investment Adviser Rep CRD 6910904

58 more advisory reps, with emails, phones and branch locations

Location

Headquarters

24 E Main St
Bozeman, MT 59715

County

Gallatin

Metro area

Bozeman, MT

Region

West

Registrations

• SEC registered
• Registered in 40 jurisdictions
• Website: trophypointfp.com

Every state, with registration dates

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