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 registered as an SEC adviser (registration year 2015) and structured as a limited liability company. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, and not a pension consultant. No details about the firm's advisory services, client segments, fee schedule, or specific business activities were provided 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 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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