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CX INSTITUTIONAL, LLC

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

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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 StatusApproved
Firm CRD#292627
SEC#801-112742
Assets Managed by Firm$3,337,998,958
No. of Clients10518
No. of Advisors92

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 ClientsAUM
Firm Total10518$3,337,998,958
Individuals (other than high net worth individuals)2662$867,955,364
High net worth individuals768$2,236,754,117
Charitable organizationsFewer than 5 clients$31,276,176
Corporations or other businessesFewer than 5 clients$186,136,799

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