National Retirement Planning Experts

National Coverage
Local Professionals

CXI ADVISORS, LLC

200 East 7th Street
Auburn, Indiana 46706
Tel: 260-333-5123

Need a Financial Advisor?
Compare Vetted Advisors

About CXI ADVISORS, LLC

CXI ADVISORS, LLC, formally registered with the SEC as CXI ADVISORS, LLC. The firm was established in 05/09/2019. They have over 1 offices throughout the country.

CXI ADVISORS, LLC is a Auburn, Indiana based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 0 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#301321
SEC#801-115248
Assets Managed by Firm$0
No. of Clients0
No. of Advisors0

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM

More Retirement Planning firms in Auburn, Indiana:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
40/86 ADVISORS, INC.
11299 Illinois Street, Suite 200
Carmel, IN, 46032
$26,678,534,4471578
ONEAMERICA ASSET MANAGEMENT, LLC
One American Square
Indianapolis, IN, 46206
$25,872,395,4061037
SANCTUARY ADVISORS, LLC
3815 River Crossing Pkwy, Suite 200
Indianapolis, IN, 46240
$22,024,300,00049099643
OXFORD FINANCIAL GROUP, LTD
11711 North Meridian Street, Suite 600
Carmel, IN, 46032
$18,201,054,4846270150
SAPIENT CAPITAL LLC
401 Pennsylvania Pkwy, Suite 100
Indianapolis, IN, 46280
$11,439,805,300594756

Explore More Retirement Advisors in Auburn, Indiana