CX Institutional is an investment advisor in Auburn with $2.22 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
824336420
SEC advisor number
801-112742
FINRA CRD number
292627
AUM ?
$2.39 bn
(as of 23 Mar 24)
Accounts
8,548
(as of 23 Mar 24)
Employees
85
(47 investment advisory or research)
Address
CX Institutional
112 EAST 7TH STREET
AUBURN
IN 46706
112 EAST 7TH STREET
AUBURN
IN 46706
Phone
2609271830
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22