Axos Invest LLC
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 172393
- Registered since
- June 3, 2015
- Website
- www.axos.com
Firm profile
FINTRXOverview
Axos Invest LLC is organized as a limited liability company and has been SEC-registered since 2015. FINTRX characterizes ownership as a domestic entity/individual and lists the firm's regulatory classification as unclassified. The snapshot flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not marked as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide descriptive details about its client types, fee model, core business activities, or specific advisory services in the source record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
James Thomas
Chief Investment OfficerCRD 7172635

Derrick Walsh
Executive Vice President & Chief Financial OfficerCRD 5945902
Contacts
3 of 20Ryan Adams
Senior Compliance AnalystCRD 5473980

Kristina Wagner
AnalystCRD 2855667

Jason Johnson
AnalystCRD 6332063
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 9205 W Russell Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Faithstone Securities, LLC
Broker-DealerLas Vegas, NV
M Stevens Securities, LLC
Broker-DealerLas Vegas, NV
Valtus Capital Group, LLC
Broker-DealerLas Vegas, NV
Onyx Partners, Incorporated
Broker-DealerLas Vegas, NV
Ameriflex Group Securities, Inc.
Broker-DealerLas Vegas, NV
Goodgame Advisors LLC
Broker-DealerLas Vegas, NV