Onyx Financial Advisors, LLC
Onyx Financial Advisors, LLC (CRD# 134881) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $356,230,967 in 898 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management356MILLION
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Total Number of Accounts898ACCOUNTS
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Average Account Value$396,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
ID, TX, UT, WA
Cody Daniels (CRD# 6093280) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 7 years of experience in the finance industry.
Lyndsay Goody (CRD# 4852739) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 13 years of experience in the finance industry.
Jonathan Petersen (CRD# 6498936) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 7 years of experience in the finance industry.
Terry Roe (CRD# 4933838) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 17 years of experience in the finance industry.
Aaron Sautter (CRD# 5720804) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 14 years of experience in the finance industry.
Orrin Cellan (CRD# 7690561) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has 1 year of experience in the finance industry.
Dallin Walker (CRD# 7129825) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 5 years of experience in the finance industry.