IDX ADVISORS, LLC
Legal name: IDX ADVISORS
CRD #299658 SEC #801-122480 SCOTTSDALE, AZ 833-662-6346
SEC Registered
Total AUM
$97.4M
Discretionary
$97.4M
Employees
6
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $97.4M | $97.4M | $0 | 6 | 45 |
| Oct 2024 | $106.5M | $106.5M | $0 | 7 | 50 |
| Mar 2024 | $106.5M | $106.5M | $0 | 7 | 50 |
| Feb 2024 | $42.2M | $42.2M | $0 | 7 | 45 |
| Dec 2023 | $42.2M | $42.2M | $0 | 7 | 45 |
| Dec 2023 | $42.2M | $42.2M | $0 | 7 | 45 |
| Apr 2023 | $42.2M | $42.2M | $0 | 7 | 45 |
| Apr 2022 | $31.3M | $31.3M | $0 | 4 | 0 |
| Dec 2021 | $27.1M | $27.1M | $0 | 4 | 0 |
| Sep 2021 | $0 | $0 | $0 | 4 | 0 |
| Feb 2020 | $0 | $0 | $0 | 4 | 0 |
| Jan 2020 | $0 | $0 | $0 | 4 | 0 |
| Dec 2019 | $0 | $0 | $0 | 4 | 0 |
| Jun 2019 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees6
Clients45
DateOct 2024
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees7
Clients50
DateMar 2024
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees7
Clients50
DateFeb 2024
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees7
Clients45
DateDec 2023
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees7
Clients45
DateDec 2023
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees7
Clients45
DateApr 2023
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees7
Clients45
DateApr 2022
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$27.1M
Discretionary$27.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0