The IDX ADVISORS is a privately held investment adviser that advises $242.65mn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. IDX ADVISORS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 69.86% over the last 5-years.
The Group has been registered with the SEC for 14.81 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 9311 E VIA DE VENTURA SUITE 105, SCOTTSDALE, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 16 employees comprised of 8 investment and 8 non-investment staff. The total number of Employees increased by 77.78% over the last 5-years.
Their $242.65mn in assets advised are owned by 0 private funds, 3 public funds and BDCs and 16 other accounts. Assets of Investment Companies (IC) clients own $128.12mn or 52.8% of Total Assets and Charitable Organizations own $102.79mn or 42.36% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Multi Strat and Commodities, representing 47.51%, 28.39% and 24.09% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and Charitable Organizations.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
IDX ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.