| Name | Title | Ownership | Since |
|---|---|---|---|
| Axos Securities, LLC Control | Shareholder | Over 75% | 2020 |
| Derrick Walsh Control | Chief Financial Officer | Under 5% | 2019 |
| Jeffrey Kent Plummer Control | Chief Compliance Officer | Under 5% | 2023 |
Axos Invest, Inc reports $147 million in regulatory assets under management on its Form ADV.
Axos Invest, Inc reports 13 employees.
Axos Invest, Inc is based in Las Vegas, NV and has been SEC-registered since 2014.
Axos Invest, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9205 W Russell Road, Suite 400, Las Vegas, NV 89148 |
| Phone | 858-376-6055 |
| Fax | 858-649-2249 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $147M |
| Non-discretionary | $0 |
| Total (RAUM) | $147M |