Axos Invest LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Las Vegas, Nevada
CRD number
172393
Registered since
June 3, 2015

Firm profile

FINTRX

Overview

Axos Invest LLC is organized as a limited liability company and is owned by a domestic entity and an individual. The firm is listed as "unclassified" in the available record and has provided minimal public detail about its advisory or business activities. The snapshot data indicates the firm does not operate as a capital allocator and does not identify as an active ESG investor. The firm has not supplied information on its client segments, fee structure, or typical advisory services, and there are no disclosed activities or affiliations in the provided record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • James Thomas

    James Thomas

    Chief Investment OfficerCRD 7172635

  • Derrick Walsh

    Derrick Walsh

    Executive Vice President & Chief Financial OfficerCRD 5945902

  • Derek Tschudin

    Chief Compliance OfficerCRD 4684900

Contacts

3 of 19
  • Michael Richards

    Michael Richards

    Head of StrategyCRD 6276762

  • Hunter Bremer

    Hunter Bremer

    Market Risk AnalystCRD 6724990

  • Paul Yeh

    Paul Yeh

    Vice PresidentCRD 5532841

Unlock 16 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth