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| Keyboard |
| IDX Advisors LLC
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|---|---|
| CRD # | 299658 |
| SEC # | 801-122480 |
| CIK # | |
| AUM | 128.1 M (2026-02-26) |
| 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 | 3 | 128.1 |
| (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 | 3 | 128.1 |
| By Discretionary | ||
| Discretionary | 3 | 128.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 128.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.1 | |
| Total | 3 | 128.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 48 |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
NexPoint Advisors LP
✚
|
TX | 131.2 M |
|
Duke Funding Management LLC
✚
|
CT | 126.9 M |
|
Investment Office Resources LLC
✚
|
MO | 126.5 M |
|
Doxara Capital LP
✚
|
FL | 125.0 M |
|
Paradoxiom Capital LP
✚
|
CT | 125.0 M |
|
East Beach Asset Management LLC
✚
|
CA | 125.0 M |
|
Dakota Investments LLC
✚
|
PA | 124.8 M |
|
Eagle Point Enhanced Income Management LLC
✚
|
CT | 124.1 M |
|
Valliance Asset Management LLC
✚
|
NY | 123.0 M |
|
Bretton Capital Management LLC
✚
|
CA | 122.8 M |