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IDX ADVISORS
SCOTTSDALE, AZ
833-662-6346
SEC #801-122480Total AUM
$128.1M
Employees
6Clients
14Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9311 E VIA DE VENTURA
SUITE 105
SCOTTSDALE
AZ 85258
United States
SUITE 105
SCOTTSDALE
AZ 85258
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
833-662-6346
Financials
Total AUM
$128.1M
Accounts
3Discretionary
$128.1M
Accounts
3Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Investment Company Clients
3AUM
$128.1M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
NONE
Services
Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZ
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.