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CX Institutional, LLC

Headquartered in AUBURN, IN

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Firm Information

CX Institutional, LLC is an investment advisor registered with the SEC. The firm manages $3,314,261,031 in assets for 10,540 accounts. CX Institutional, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. Their clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They also have a wrap fee program.

CX Institutional, LLC

200 EAST 7TH STREET

AUBURN, IN 46706

$3.31B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (14)

CX INSTITUTIONAL, LLC has a total of 14 branch locations across the country.
location

Oklahoma City, OK

location

Plano, TX

location

Auburn, IN

location

Cincinnati, OH

location

Bloomington, MN

location

Woodway, TX

location

River Falls, WI

location

Ormond Beach, FL

location

Woodland, TX

location

AUBURN, IN

location

Portage, MI

location

Amarillo, TX

location

Louisville, KY

location

CINCINNATI, OH

Advisors at CX Institutional, LLC

View All 42 Advisors
Unclaimed
Todd Michael Hartsough

RA

AUBURN, IN

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Unclaimed
Erik Martin Herstad

RA

AUBURN, IN

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Unclaimed
Diedre Matheny

RA

AUBURN, IN

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Unclaimed
Gregory James Betlach

CFP®, CFC®, RA

MINNEAPOLIS, MN

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Unclaimed
Joseph Michael D'amico

CFP®, RA

Plano, TX

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Unclaimed
Christopher W Bredeson

RA

Plano, TX

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Unclaimed
Laura Chinander

RA

Saint Louis Park, MN

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Unclaimed
Mckenna Clifford

RA

AUBURN, IN

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Disclosures

There are no public disclosures for CX Institutional, LLC.

Frequently Asked Questions (8)

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