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. The firm is listed as owned by a mix of a domestic entity and an individual and is classified in the dataset as unclassified. Reported attributes indicate Axos Invest is not a capital allocator, does not identify as an active ESG investor, and is not designated as a pension consultant or related adviser. The firm did not provide public details about its client base, fee schedules, business activities, or specific advisory offerings in the source data.
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 2JAMES THOMAS
Chief Investment OfficerCRD 7172635
DERRICK WALSH
Executive Vice President & Chief Financial OfficerCRD 5945902
Contacts
3 of 21RYAN 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
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