AXOS INVEST, INC

LAS VEGAS, Nevada·7 registered advisors·CRD# 150953
SEC# 801-799511858-376-6055
01

Firm Overview

AUM
$143M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at AXOS INVEST, INC

7 registered advisors
Derek Michael Tschudin
LAS VEGAS, Nevada
Derrick Walsh
LAS VEGAS, Nevada
Herbert Wilson Moore
LAS VEGAS, Nevada
James Hilton Thomas
LAS VEGAS, Nevada
CFA
Jeffrey Kent Plummer
LAS VEGAS, Nevada
Tracy Lyn Gallman
LAS VEGAS, Nevada
Vicki Zhou
LAS VEGAS, Nevada
05

Office Locations

LAS VEGAS, Nevada
7 advisors

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Data sourced from SEC Form ADV filings. AXOS INVEST, INC (CRD# 150953) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.