Axos Invest LLC

Broker-DealerFINRA MemberEst. 2015
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 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

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

2 of 2
  • James Thomas

    James Thomas

    Chief Investment OfficerCRD 7172635

  • Derrick Walsh

    Derrick Walsh

    Executive Vice President & Chief Financial OfficerCRD 5945902

Contacts

3 of 20
  • Ryan Adams

    Senior Compliance AnalystCRD 5473980

  • Kristina Wagner

    Kristina Wagner

    AnalystCRD 2855667

  • Jason Johnson

    Jason Johnson

    AnalystCRD 6332063

Unlock 17 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