FDX ADVISORS, INC.

CRD 104601 · SEC 801-29775

Visit website

222 N. LASALLE ST., SUITE 625, CHICAGO, IL, 60601, United States

Phone

312-827-2800

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$832.8M

Discretionary AUM

$832.8M

Team

17 total employees; 4 advisory reps; 6 broker-dealer reps

Clients

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Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-10

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersASSET ALLOCATION MODELING, INVESTMENT MANAGER RESEARCH PROFILES, INTERNET/SOFTWARE PORTAL

Client types

Type	Clients	AUM
Other investment advisers	1	$832.8M

States served

CA, IL, IA, MA, NJ, OH, PA, TX

All web addresses on file

https://www.linkedin.com/company/envestnet
HTTP://WWW.ENVESTNET.COM
HTTPS://WWW.FACEBOOK.COM./ENVESTNET/
HTTPS://WWW.INSTAGRAM/ENVESTNET/
https://x.com/Envestnet_
https://www.youtube.com/channel/UCSKSh09e27bKbsxuSeg2jqw
https://vimeo.com/envestnet

Official SEC filing: View on IAPD