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Benjamin Edward Mcmillan

IDX ADVISORS, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
9311 E VIA DE VENTURA, SCOTTSDALE, AZ 85258CRD# 4202522Firm CRD# 299658
01

About

Benjamin Edward Mcmillan is a registered financial advisor based in SCOTTSDALE, 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# 4202522
Firm CRD# 299658
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Edward Mcmillan offer?
Benjamin Edward Mcmillan specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Benjamin Edward Mcmillan's credentials?
Benjamin Edward Mcmillan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Edward Mcmillan located?
Benjamin Edward Mcmillan is based in SCOTTSDALE, Arizona, working with IDX ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Benjamin Edward Mcmillan charge for services?
Benjamin Edward Mcmillan'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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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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