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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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