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AXOS INVEST, INC

CRD 150953 · SEC 801-79951

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9205 W RUSSELL ROAD, SUITE 400, LAS VEGAS, NV, 89148, United States

Phone

858-376-6055

Fax

858-649-2249

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.8M

Discretionary AUM

$150.8M

Team

13 total employees; 10 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals6792$147.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD