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Allyson Mae Woollweever

CX Institutional, LLC

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About Allyson Mae Woollweever

Allyson Woollweever is an investment advisor representative at CX Institutional, LLC, an investment advisor firm based in Auburn, Indiana. Allyson has been in the industry since 2014 and specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Allyson holds a Series 65 license and is registered with the state of Indiana. Allyson is a dedicated professional with a commitment to providing her clients with high-quality financial advice.

Firm Information

Allyson Woollweever is currently registered with CX Institutional, LLC. 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.

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Allyson Woollweever’s Registration & Firm History

IN

03/03/2022 - Present

CX Institutional, LLC (AUBURN IN)

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Licenses & Designations

IA

Issued 03/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allyson Mae Woollweever.
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