Axos Invest LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
23
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 classifies ownership as a combination of a domestic entity and an individual and lists the firm’s regulatory classification as unclassified. The database indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser.

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 21
  • Ryan Adams

    Senior Compliance AnalystCRD 5473980

  • Kristina Wagner

    Kristina Wagner

    AnalystCRD 2855667

  • Jason Johnson

    Jason Johnson

    AnalystCRD 6332063

Unlock 18 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