CX INSTITUTIONAL, LLC

200 East 7th Street
Auburn, Indiana 46706
Tel: 260-927-1830

About CX INSTITUTIONAL, LLC

CX INSTITUTIONAL, LLC, formally registered with the SEC as CX INSTITUTIONAL, LLC. The firm was established in 03/01/2018. They have over 12 offices throughout the country.

CX INSTITUTIONAL, LLC is a Auburn, Indiana based Financial Planning firm with nearly $3,337,998,958 assets under management, offering retirement planning & investment advisory services to 10518 clients. The firm is staffed with 92 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292627
SEC#	801-112742
Assets Managed by Firm	$3,337,998,958
No. of Clients	10518
No. of Advisors	92

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	10518	$3,337,998,958
Individuals (other than high net worth individuals)	2662	$867,955,364
High net worth individuals	768	$2,236,754,117
Charitable organizations	Fewer than 5 clients	$31,276,176
Corporations or other businesses	Fewer than 5 clients	$186,136,799

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