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Fdx Advisors, Inc.

● SEC registered since 1987CRD 104601SEC# 801-29775Chicago, IL
Export (members)
Reg. AUM
$926.1M
Employees
20
Accounts
5,003
Location
Chicago, IL

Fdx Advisors, Inc. assets under management

Fdx Advisors, Inc. is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 1987. It reports $926.1 million in regulatory assets under management and employs 20 people.

Fdx Advisors, Inc. owners & executives

16 reported
NameTitleOwnershipSince
Bradley Thomas Larson ControlChief Compliance OfficerUnder 5%2018
Christopher Russell Todd ControlChief Executive OfficerUnder 5%2025
Dana Marie D'Auria ControlCo-Chief Investment OfficerUnder 5%2020
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Frequently asked questions

How much does Fdx Advisors, Inc. manage?

Fdx Advisors, Inc. reports $926.1 million in regulatory assets under management on its Form ADV.

How many employees does Fdx Advisors, Inc. have?

Fdx Advisors, Inc. reports 20 employees.

Where is Fdx Advisors, Inc. located?

Fdx Advisors, Inc. is based in Chicago, IL and has been SEC-registered since 1987.

Does Fdx Advisors, Inc. disclose fund performance?

Fdx Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address222 N. Lasalle St., Suite 625, Chicago, IL 60601
Phone312-827-2800
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1566601
Discloses disciplinary historyNo

Assets under management

Discretionary$926.1M
Non-discretionary$0
Total (RAUM)$926.1M