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Axos Invest Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Axos Invest, registered in 2014, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 2 advisors. Axos Invest manages $206.1 million and provides investment advisory services for 32,202 clients (1:16101 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 6
Minimum Investment No data
Average Client Balance $6,399
Total AUM $206.1 million
Advisor / Client Ratio 1:16101
Headquarters Las Vegas, NV
SEC Filings View SEC IAPD CRD #150953
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI


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*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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