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Radix Financial, LLC
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Overview Share
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, nan
$135.9 million AUM
1 office

Radix Financial, LLC is based in , nan and has $135.9 million in assets under management.

Location

, nan
$135.9 million
AUM
1
Employees
AUM Share
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$135,898,300
Assets under management
65 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 17 $9,031,700 7% $531,276
High net worth individuals 7 $8,558,100 6% $1,222,586
Charitable organizations Fewer than 5 clients $7,412,400
Other corporations or businesses Fewer than 5 clients $110,896,100
Employees Share
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1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
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$135,898,300
Assets under management
$135,898,300
AUM per employee
$135,898,300
AUM per investment analyst
About Share
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Compensation

Radix Financial, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Radix Financial, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Family office consulting
Firm data Share
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CRD number 171,159
SEC number 801-114657
Legal structure Limited Liability Company
Legal governance Oklahoma, United States
Latest ADV filing date January 14, 2020

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