Cx Institutional, LLC
Cx Institutional, LLC (CRD# 292627) is a financial advisory firm headquartered in Auburn, IN. They manage $2,386,979,619 in 8,548 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management2,387MILLION
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Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
Edison Byzyka (CRD# 6150572) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 11 years of experience in the finance industry.
Brian Davis (CRD# 3142471) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodway, TX and has over 25 years of experience in the finance industry.
Layton Ginder (CRD# 6451074) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 7 years of experience in the finance industry.
David Hefty (CRD# 3251339) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry.
Stacy Hefty (CRD# 4037576) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry.
Erik Herstad (CRD# 6313959) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 10 years of experience in the finance industry.
William Hoover (CRD# 4686428) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 17 years of experience in the finance industry.
Susan Isaacson (CRD# 2552280) is an Investment Advisor Representative working at Cx Institutional, LLC in Bloomington, MN and has over 28 years of experience in the finance industry.
Thomas Kehoe (CRD# 4823868) is an Investment Advisor Representative working at Cx Institutional, LLC in Portage, MI and has over 19 years of experience in the finance industry.
Thomas Knippa (CRD# 3031562) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 25 years of experience in the finance industry.