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FDX ADVISORS, INC.
150 North Riverside Plaza , Suite 2050
Chicago, Illinois 60606
Tel: 312-827-2800
About FDX ADVISORS, INC.
FDX ADVISORS, INC, formally registered with the SEC as FDX ADVISORS, INC. The firm was established in 07/02/1987. They have over 3 offices throughout the country.
FDX ADVISORS, INC. is a Chicago, Illinois based Financial Planning firm with nearly $2,266,403,429 assets under management, offering retirement planning & investment advisory services to 9519 clients. The firm is staffed with 48 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104601 |
| SEC# | 801-29775 |
| Assets Managed by Firm | $2,266,403,429 |
| No. of Clients | 9519 |
| No. of Advisors | 48 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (ASSET ALLOCATION MODELING, INVESTMENT MANAGER RESEARCH PROFILES, INTERNET/SOFTWARE PORTAL)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9519 | $2,266,403,429 |
| Other investment advisers | 2 | $2,266,403,429 |
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