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
Abhi Jinwala (CRD# 7580039) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.
Diedre Matheny (CRD# 7258432) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Brady McBride (CRD# 7381603) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Laura Morton (CRD# 6786025) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
James Priebe (CRD# 7639221) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.
Tyler Rickert (CRD# 7578255) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.
David Scott (CRD# 7167433) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Jonathan Woehnker (CRD# 7575330) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Allyson Woollweever (CRD# 7503412) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Gabriel Wyatt (CRD# 7381883) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.