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
9311 E Via De Ventura, Suite 105, Scottsdale, AZ 85258
https://idxadvisors.com
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Idx Advisors
Showing 1 - 1 of 1 top financial advisors.
1
David Jacobson, financial advisor Scottsdale AZ
David B. Jacobson
CRD#: 6139084
9311 E Via De Ventura, Suite 105, Scottsdale, AZ 85258

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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