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

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 27, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Meiksins, Ian, Disbrow	I	CHIEF COMPLIANCE OFFICER	NA
Meiksins, Ian, Disbrow	I	CHIEF COMPLIANCE OFFICER	NA
Meiksins, Ian, Disbrow	I	CHIEF COMPLIANCE OFFICER	NA
Meiksins, Ian, Disbrow	I	CHIEF COMPLIANCE OFFICER	NA
ROEPER, JESSICA, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROEPER, JESSICA, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROEPER, JESSICA, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROEPER, JESSICA, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROEPER, JESSICA, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROEPER, JESSICA, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
SWENDIMAN, MATTHEW, ASHLEY	I	CHIEF COMPLIANCE OFFICER	NA
IDX GLOBAL, LLC	DE	MANAGING MEMBER	E	Control
IDX GLOBAL, LLC	DE	MANAGING MEMBER	E	Control
IDX GLOBAL, LLC	DE	MANAGING MEMBER	E	Control
IDX GLOBAL, LLC	DE	MANAGING MEMBER	E	Control
IDX GLOBAL, LLC	DE	MANAGING MEMBER	E	Control
IDX GLOBAL, LLC	DE	MANAGING MEMBER	E	Control
MCMILLAN, BENJAMIN, EDWARD	I	CHIEF INVESTMENT OFFICER, MEMBER	D	Control
MCMILLAN, BENJAMIN, EDWARD	I	CHIEF INVESTMENT OFFICER, MEMBER	D	Control
MCMILLAN, BENJAMIN, EDWARD	I	CHIEF INVESTMENT OFFICER, MEMBER	D	Control
MCMILLAN, BENJAMIN, EDWARD	I	CHIEF INVESTMENT OFFICER, MEMBER	D	Control
MCMILLAN, BENJAMIN, EDWARD	I	CHIEF INVESTMENT OFFICER, MEMBER	D	Control
MCMILLAN, BENJAMIN, EDWARD	I	CHIEF INVESTMENT OFFICER, MEMBER	C	Control
MCMILLAN, BENJAMIN, EDWARD	I	CHIEF INVESTMENT OFFICER, MEMBER	C	Control
MCMILLAN, BENJAMIN, EDWARD	I	CHIEF INVESTMENT OFFICER, MEMBER	C	Control
JACOBSON, DAVID, BENJAMIN	I	HEAD OF INVESTOR RELATIONS, MEMBER	B	Control
JACOBSON, DAVID, BENJAMIN	I	HEAD OF INVESTOR RELATIONS, MEMBER	B	Control
JACOBSON, DAVID, BENJAMIN	I	HEAD OF INVESTOR RELATIONS, MEMBER	B	Control
JACOBSON, DAVID, BENJAMIN	I	HEAD OF INVESTOR RELATIONS, MEMBER	B	Control
JACOBSON, DAVID, BENJAMIN	I	HEAD OF INVESTOR RELATIONS, MEMBER	B	Control
JACOBSON, DAVID, BENJAMIN	I	HEAD OF INVESTOR RELATIONS, MEMBER	B	Control
JACOBSON, DAVID, BENJAMIN	I	HEAD OF INVESTOR RELATIONS, MEMBER	B	Control
JACOBSON, DAVID, BENJAMIN	I	HEAD OF INVESTOR RELATIONS, MEMBER	B	Control
SWAN, ANDREW, MICHAEL	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SWAN, ANDREW, MICHAEL	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SWAN, ANDREW, MICHAEL	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SWAN, ANDREW, MICHAEL	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SWAN, ANDREW, MICHAEL	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SWAN, ANDREW, MICHAEL	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SWAN, ANDREW, MICHAEL	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control
SWAN, ANDREW, MICHAEL	I	CHIEF EXECUTIVE OFFICER, MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MCMILLAN, BENJAMIN, EDWARD	I	IDX GLOBAL, LLC	C	Control
MCMILLAN, BENJAMIN, EDWARD	I	IDX GLOBAL, LLC	C	Control
MCMILLAN, BENJAMIN, EDWARD	I	IDX GLOBAL, LLC	C	Control
MCMILLAN, BENJAMIN, EDWARD	I	IDX GLOBAL, LLC	C	Control
MCMILLAN, BENJAMIN, EDWARD	I	IDX GLOBAL, LLC	C	Control

Registrations

Federal

Feb 27, 2025 REGISTERED

Notice Filings (1)

Address

9311 E VIA DE VENTURA
SUITE 105
SCOTTSDALE, AZ 85258
United States

Phone: 833-662-6346