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CX INSTITUTIONAL, LLC

Tel: 260-927-1830
200 East 7th Street
Auburn, Indiana  46706

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CX INSTITUTIONAL, LLC

CX INSTITUTIONAL, LLC is a Auburn, Indiana based financial advisory firm with nearly $3,337,998,958 in assets under management and provides investment advisory services for 10518 clients. There are currently 92 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

292627

SEC#:

801-112742

No. of Clients:

10518

Assets under Management

$3,337,998,958

No. of Advisors:

92

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