IDX MARKETS, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
JERSEY CITY, New Jersey
CRD number
171357
Registered since
June 4, 2015

Firm profile

FINTRX

Overview

IDX Markets, LLC is organized as a limited liability company and registered with the SEC in 2015. Public filings classify the firm as "unclassified" and list its ownership as a mix of a domestic entity and an individual. FINTRX notes that IDX Markets does not operate as a capital allocator and does not identify as an active ESG investor. It also is not flagged as a multistate adviser, a pension consultant, or a related adviser, and it is not categorized as newly formed. The firm has provided minimal detail about its business model, client focus, advisory services, fee schedule, or investment strategy in the sources reviewed. That leaves basic regulatory and structural facts as the primary basis for understanding IDX Markets from public records.

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

Contacts

3 of 6
  • DEAN LARSON

    Managing DirectorCRD 2288023

  • KEIGO YAMAGUCHI

    DirectorCRD 4007639

  • VINCENT FAVARO

    CCOCRD 4163532

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JERSEY CITY, NJ

HUDSON

Location

JERSEY CITY, NJ

Headquartered in JERSEY CITY, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
HUDSON
Address
111 Town Square Pl
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth