Obex Investments LLC
RIAState Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$750K
Accounts
2
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 118461
- Website
- www.obexgroup.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI66.67%
- Corporations / Businesses33.33%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Obex Investments LLC is a small, privately held limited liability company that provides portfolio management for individual and family clients as well as for businesses and institutional accounts. The firm charges both a percentage of assets under management and performance-based fees. It reports a broker-dealer affiliation and operates as a domestic entity with individual ownership. Obex does not identify itself as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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