ONYX FINANCIAL ADVISORS, LLC

2400 E. 25th Street
Idaho Falls, Idaho 83404
Tel: 208-522-6400

About ONYX FINANCIAL ADVISORS, LLC

ONYX FINANCIAL ADVISORS, LLC, formally registered with the SEC as ONYX FINANCIAL ADVISORS, LLC. The firm was established in 03/24/2016. They have over 1 offices throughout the country.

ONYX FINANCIAL ADVISORS, LLC is a Idaho Falls, Idaho based Financial Planning firm with nearly $426,815,438 assets under management, offering retirement planning & investment advisory services to 978 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134881
SEC#	801-107355
Assets Managed by Firm	$426,815,438
No. of Clients	978
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	978	$426,815,438
Individuals (other than high net worth individuals)	108	$60,032,083
High net worth individuals	133	$357,010,615
Pension and profit sharing plans	Fewer than 5 clients	$2,535,170
Charitable organizations	6	$4,357,876
Corporations or other businesses	Fewer than 5 clients	$2,879,694

More Retirement Planning firms in Idaho Falls, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

Explore More Retirement Advisors in Idaho Falls, Idaho

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.