CX INSTITUTIONAL, LLC

AUBURN, Indiana·13 registered advisors·CRD# 292627
SEC# 801-11274211260-927-1830
01

Firm Overview

AUM
$3.3B
Regulatory assets under management
Employees
85
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CX INSTITUTIONAL, LLC

13 registered advisors
Angela Marie Lockwood
AUBURN, Indiana
Brian Christopher Davis
AUBURN, Indiana
Brian Wessley
AUBURN, Indiana
Christina Ann Thompson
AUBURN, Indiana
Christopher Joel Lipper
AUBURN, Indiana
Daniel Edward Steichen
AUBURN, Indiana
David Wayne Hefty
AUBURN, Indiana
Douglas Edward Lockwood
AUBURN, Indiana
Edison Byzyka
AUBURN, Indiana
Justin Malcolm Burse
AUBURN, Indiana
Kyle Brandon Osting
AUBURN, Indiana
Stacy Elaine Hefty
AUBURN, Indiana
Thomas Dennis Kehoe
AUBURN, Indiana
05

Office Locations

AUBURN, Indiana
13 advisors

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Data sourced from SEC Form ADV filings. CX INSTITUTIONAL, LLC (CRD# 292627) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.