|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CX Institutional LLC
✚
|
|
|---|---|
| CRD # | 292627 |
| SEC # | 801-112742 |
| CIK # | 0001737089 |
| AUM | $3.3 B (2025-06-05) |
| Employees | 92 (64% Investors, 0% Brokers) |
| Phone | 260-927-1830 |
| Address | 200 East 7th Street Auburn, IN 46706 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001737089 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Analog Devices Inc | 0.0 | ||
| Boeing Co | 0.0 | ||
| Ritchie Bros Auctioneers Inc | 0.0 | ||
| Dollar General Corp | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| Walt Disney Co | 0.0 | ||
| Sherwin Williams Co | 0.0 | ||
| World Currency Gold Trust | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| Morgan Stanley | 0.0 | ||
| Roper Industries Inc | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| Fidelity National Financial Inc | 0.0 | ||
| US Bancorp de | 0.0 | ||
| CBOE Holdings Inc | 0.0 | ||
| Dover Corp | 0.0 | ||
| Grainger W W Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Vulcan Materials Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,662 | 0.9 |
| (b) Individuals (high net worth individuals) | 768 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 10,518 | 3.3 |
| By Discretionary | ||
| Discretionary | 10,518 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,518 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 10,518 | 3.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001737089] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jefferies Investment Advisers LLC
✚
|
NY | 3.4 |
|
Performance Wealth Partners LLC
✚
|
IL | 3.4 |
|
Apexium Financial LP
✚
|
TX | 3.4 |
|
NFJ Investment Group LLC
✚
|
TX | 3.4 |
|
Beaumont Financial Advisors LLC
✚
|
MA | 3.4 |
|
Transform Wealth LLC
✚
|
CO | 3.4 |
|
Tandem Investment Advisors Inc
✚
|
SC | 3.4 |
|
Johnson Sterling Inc
✚
|
AL | 3.3 |
|
Money Concepts Capital Corp
✚
|
FL | 3.3 |
|
Founders Financial Securities LLC
✚
|
MD | 3.3 |