CX Institutional, LLC, based out of Auburn, IN, is a highly reputable regional investment advisory firm with a strong presence in the financial industry. With over 2,150 individual clients and an impressive $2,099,990,000 in assets under management, CX Institutional, LLC provides comprehensive investment management services to a diverse range of clients. The firm operates through eight well-established offices strategically located to cater to the needs of their clientele.
CX Institutional, LLC specializes in managing assets for high net worth individuals, and approximately half of their assets under management come from employer...
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Assets Under Mgmt
$2.1B
Investment Professionals
57
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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