|
⚲
|
| IDX Advisors LLC
✚
| |
|---|---|
| CRD # | 299658 |
| SEC # | 801-122480 |
| CIK # | |
| AUM | $106.5 MM (2024-03-27) |
| Employees | 7 (57% Investors, 43% Brokers) |
| Phone | 800-403-4349 |
| Address | 9311 E Via de Ventura Scottsdale, AZ 85258 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 42.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 42.2 |
| By Discretionary | ||
| Discretionary | 2 | 42.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 42.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 42.2 | |
| Total | 2 | 42.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Delta Capital LLC
✚
|
MA | 0.1 |
|
Monetta Financial Services Inc
✚
|
IL | 0.1 |
|
Skypoint Capital Advisors LLC
✚
|
GA | 0.1 |
|
IBN Asset Management LLC
✚
|
CA | 0.1 |
|
Auribeau LLC
✚
|
NY | 0.1 |
|
Onefund LLC
✚
|
FL | 0.1 |
|
Sunstone Advisors LLC
✚
|
CA | 0.1 |
|
Vennlight Capital Management LP
✚
|
CT | 0.1 |
|
Baird Principal Group Management Company II LLC
✚
|
WI | 0.1 |
|
Lifesci Fund Management LLC
✚
|
NY | 0.1 |