| Name | Title | Ownership | Since |
|---|---|---|---|
| Idx Global, LLC Control | Managing Member | Over 75% | 2019 |
| Jessica J Roeper Control | Chief Compliance Officer | Under 5% | 2023 |
| Benjamin Edward McMillan Control | Member | 25-50% | 2019 |
Idx Advisors, LLC reports $97.4 million in regulatory assets under management on its Form ADV.
Idx Advisors, LLC reports 6 employees.
Idx Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
Idx Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9311 E Via de Ventura, Suite 105, Scottsdale, AZ 85258 |
| Phone | 833-662-6346 |
| Office hours | 8:30-5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $97.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $97.4M |