|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| IDX Advisors LLC
✚
|
|
|---|---|
| CRD # | 299658 |
| SEC # | 801-122480 |
| CIK # | |
| AUM | $97.4 M (2025-02-27) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 833-662-6346 |
| Address | 9311 E Via de Ventura Scottsdale, AZ 85258 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 97.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 97.4 |
| By Discretionary | ||
| Discretionary | 4 | 97.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 97.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 97.4 | |
| Total | 4 | 97.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capitolis Advisors LLC
✚
|
NY | 0.1 |
|
Valhum Asset Management LLC
✚
|
NJ | 0.1 |
|
Acacia Asset Management LLC
✚
|
NY | 0.1 |
|
Hunt Capital Management LLC
✚
|
NY | 0.1 |
|
Focus 401 K Group LLC
✚
|
TX | 0.1 |
|
Glasgow Partners LLC
✚
|
0.1 | |
|
iCapital Fund Advisors LLC
✚
|
NY | 0.1 |
|
Phoenix International Investments LLC
✚
|
NH | 0.1 |
|
Dragon Capital Management HK Limited
✚
|
0.1 | |
|
Sunstone Advisors LLC
✚
|
CA | 0.1 |