AXOS INVEST, INC

9205 W Russell Road
Suite 400
Las Vegas, Nevada 89148
Tel: 858-376-6055

About AXOS INVEST, INC

AXOS INVEST, INC, formally registered with the SEC as AXOS INVEST, INC. The firm was established in 06/25/2014. They have over 2 offices throughout the country.

AXOS INVEST, INC is a Las Vegas, Nevada based Financial Planning firm with nearly $143,029,772 assets under management, offering retirement planning & investment advisory services to 18834 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150953
SEC#	801-79951
Assets Managed by Firm	$143,029,772
No. of Clients	18834
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	18834	$143,029,772
Individuals (other than high net worth individuals)	17074	$143,029,772

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