Idx Advisors
Idx Advisors (CRD# 299658) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $106,516,916 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management107MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$26,629,229
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Idx Advisors
1
David Jacobson (CRD# 6139084) is an Investment Advisor Representative working at Idx Advisors in Scottsdale, AZ and has over 9 years of experience in the finance industry.
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