ONYX FINANCIAL ADVISORS, LLC

IDAHO FALLS, Idaho·8 registered advisors·CRD# 134881
SEC# 801-1073550208-522-6400
01

Firm Overview

AUM
$356M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ONYX FINANCIAL ADVISORS, LLC

8 registered advisors
Aaron Blair Sautter
IDAHO FALLS, Idaho
Candace Ann Sautter
IDAHO FALLS, Idaho
Deborah Lyn Roe
IDAHO FALLS, Idaho
John David Parry
IDAHO FALLS, Idaho
Kenneth John Simpson
IDAHO FALLS, Idaho
Lyndsay Goody
IDAHO FALLS, Idaho
Renita Ray Simpson
IDAHO FALLS, Idaho
Terry Lee Roe
IDAHO FALLS, Idaho
05

Office Locations

IDAHO FALLS, Idaho
8 advisors

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Data sourced from SEC Form ADV filings. ONYX FINANCIAL ADVISORS, LLC (CRD# 134881) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.