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IDX ADVISORS, LLC
IDX ADVISORS, LLC
IDX ADVISORS
SCOTTSDALE, Arizona
·
4 registered advisors
·
CRD# 299658
SEC# 801-122480
0
833-662-6346
01
Firm Overview
AUM
$107M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at IDX ADVISORS, LLC
4 registered advisors
Andrew Michael Swan
PHOENIX, Arizona
CRD# 6339977
Benjamin Edward Mcmillan
SCOTTSDALE, Arizona
CRD# 4202522
David Benjamin Jacobson
PHOENIX, Arizona
CRD# 6139084
Jessica J Roeper
SCOTTSDALE, Arizona
CRD# 5900014
05
Office Locations
PHOENIX, Arizona
2 advisors
SCOTTSDALE, Arizona
2 advisors
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Data sourced from SEC Form ADV filings. IDX ADVISORS, LLC (CRD# 299658) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.