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Building 2ONYX FINANCIAL ADVISORS, LLC

Map pinIDAHO FALLS, ID
Phone208-522-6400
NotebookSEC #801-107355
Total AUM
$506.4M
Employees
10
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 E. 25TH STREET
IDAHO FALLS
ID 83404
United States
Operating Hours
9AM-5PM M-TH; 9AM-2PM F
Monday - Friday
Phone
208-522-6400

ReceiptFinancials

Total AUM
$506.4M
Accounts
1,045
Discretionary
$506.4M
Accounts
1,045
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
112
AUM
$64.8M
HNW Individual Clients
153
AUM
$431.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
7
AUM
$4.9M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIDTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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