Axos Invest, Inc.
Axos Invest, Inc. (CRD# 150953) is a financial advisory firm headquartered in Las Vegas, NV. They manage $143,029,772 in 18,834 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management143MILLION
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Total Number of Accounts18,834ACCOUNTS
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Average Account Value$7,594
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Tracy Gallman (CRD# 2814720) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 27 years of experience in the finance industry.
Chad Heidzig (CRD# 2900274) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 26 years of experience in the finance industry.
Noah Cicciarelli (CRD# 7758586) is an Investment Advisor Representative working at Axos Invest, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
Kian Fadaee (CRD# 7542825) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has 1 year of experience in the finance industry.
James Goldstein (CRD# 4064878) is an Investment Advisor Representative working at Axos Invest, Inc. in Centennial, CO and has over 21 years of experience in the finance industry.
Jorge Guzman (CRD# 6588233) is an Investment Advisor Representative working at Axos Invest, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
Jason Schroeder (CRD# 2595898) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 25 years of experience in the finance industry.
James Thomas (CRD# 7172635) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 4 years of experience in the finance industry.
Derek Tschudin (CRD# 4684900) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 4 years of experience in the finance industry.
Emily Yu (CRD# 7816948) is an Investment Advisor Representative working at Axos Invest, Inc. in San Diego, CA and has 1 year of experience in the finance industry.