Axos Invest LLC
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 172393
- Registered since
- June 3, 2015
- Website
- www.axos.com
Firm profile
FINTRXOverview
Axos Invest LLC is organized as a limited liability company and has been SEC-registered since 2015. The firm's ownership is listed as a combination of a domestic entity and an individual. The snapshot classifies the firm as unclassified and identifies several operational attributes: it does not position itself as a capital allocator, it is not marked as an active ESG investor, it is not designated a multi-state adviser, and it is not a pension consultant or a related adviser. The dataset does not include explicit descriptions of the firm’s advisory services, client segments, or fee arrangements.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
James Thomas
Chief Investment OfficerCRD 7172635

Derrick Walsh
Executive Vice President & Chief Financial OfficerCRD 5945902
Contacts
3 of 20Ryan Adams
Senior Compliance AnalystCRD 5473980

Kristina Wagner
AnalystCRD 2855667

Jason Johnson
AnalystCRD 6332063
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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