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 recorded as a limited liability company that registered with the SEC in 2015. Ownership is listed as a domestic entity and individual, and the firm’s classification in the source record is “unclassified.” The dataset flags the firm as not acting as a capital allocator and not being an active ESG investor. It is also not designated as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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 20
Michael Richards
Head of StrategyCRD 6276762
Hunter Bremer
Market Risk AnalystCRD 6724990
Paul Yeh
Vice PresidentCRD 5532841
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
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