LOGIX INVESTMENTS LLC

1801 East 9th Street
Suite 1600
Cleveland, Ohio 44114
Tel: 216-861-1148

About LOGIX INVESTMENTS LLC

LOGIX INVESTMENTS LLC, formally registered with the SEC as LOGIX INVESTMENTS LLC. The firm was established in 05/08/2017. They have over 3 offices throughout the country.

LOGIX INVESTMENTS LLC is a Cleveland, Ohio based Financial Planning firm with nearly $118,599,440 assets under management, offering retirement planning & investment advisory services to 165 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288382
SEC#	801-110490
Assets Managed by Firm	$118,599,440
No. of Clients	165
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	165	$118,599,440
High net worth individuals	165	$118,599,440

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