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Andrew Michael Swan

IDX ADVISORS, LLC·PHOENIX, Arizona
Unclaimed Profile
2201 E CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 6339977Firm CRD# 299658
01

About

Andrew Michael Swan is a registered financial advisor based in PHOENIX, Arizona, affiliated with IDX ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
IDX ADVISORS, LLC
IDX ADVISORS
AUM
$107M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at IDX ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6339977
Firm CRD# 299658
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Michael Swan offer?
Andrew Michael Swan specializes in Investment Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.
What are Andrew Michael Swan's credentials?
Andrew Michael Swan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Michael Swan located?
Andrew Michael Swan is based in PHOENIX, Arizona, working with IDX ADVISORS, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Andrew Michael Swan charge for services?
Andrew Michael Swan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IDX ADVISORS, LLC?
IDX ADVISORS, LLC has approximately 7 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in ArizonaNational Fee Analysis
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