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IDX ADVISORS
9311 E Via De Ventura
Suite 105
Scottsdale, Arizona 85258
Tel: 833-662-6346
About IDX ADVISORS
IDX ADVISORS, formally registered with the SEC as IDX ADVISORS. The firm was established in 10/08/2021. They have over 1 offices throughout the country.
IDX ADVISORS is a Scottsdale, Arizona based Financial Planning firm with nearly $97,401,984 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299658 |
| SEC# | 801-122480 |
| Assets Managed by Firm | $97,401,984 |
| No. of Clients | 4 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $97,401,984 |
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