Idx Advisors
Idx Advisors is an SEC-registered ria in Scottsdale, AZ with $128.1M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Idx Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299658, SEC 801-122480, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $128.1M (2026-02-26)
- Firm type
- Ria
- Location
- Scottsdale, AZ
- Employees
- 6
- CRD
- 299658
- Ownership
- JACOBSON, DAVID, BENJAMIN; MCMILLAN, BENJAMIN, EDWARD; Meiksins, Ian, Disbrow; ROEPER, JESSICA, J; IDX GLOBAL, LLC
How much AUM does Idx Advisors have?
Idx Advisors reported $128.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Idx Advisors?
Disclosed owners and executives of Idx Advisors include JACOBSON, DAVID, BENJAMIN, MCMILLAN, BENJAMIN, EDWARD, Meiksins, Ian, Disbrow, ROEPER, JESSICA, J, IDX GLOBAL, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.