FDX Advisors Inc

FDX Advisors Inc, legally known as FDX ADVISORS, INC., is a California Corporation that has been registered with the U.S Securities and Exchange Commission since July 2, 1987. With 75 employees, including 5 advisors, the firm has built a solid reputation serving 32 clients. Its SEC status is listed as Approved, demonstrating its commitment to transparency and compliance.

• BRADLEY THOMAS LARSON

  CHIEF COMPLIANCE OFFICER owns less than 5%

• BRANDON ROCKWELL THOMAS

  CHIEF INVESTMENT OFFICER owns less than 5%

• JOSHUA DAVID MAYER

  CHIEF OPERATING OFFICER owns less than 5%

• JUDSON T BERGMAN

  CHIEF EXECUTIVE OFFICER AND DIRECTOR owns less than 5%

• M3FN, LLC

  SOLE SHAREHOLDER owns 75% or more

• PETER H DARRIGO

  CHIEF FINANCIAL OFFICER owns less than 5%

• SCOTT DAVID GRINIS

  CHIEF TECHNOLOGY OFFICER owns less than 5%

• SHELLY S O'BRIEN

  CHIEF LEGAL OFFICER, GENERAL COUNSEL, SECRETARY owns less than 5%

• WILLIAM C. CRAGER

  PRESIDENT owns less than 5%

• ENVESTNET, INC.

  SOLE SHAREHOLDER owns 75% or more

• FOLIO DYNAMICS HOLDINGS, INC.

  MEMBER owns 75% or more

• FOLIO DYNAMICS, INC.

  SOLE MEMBER owns 75% or more

• Genovese Burford & Brothers Wealth and Retirement PLAN MGMT LLC
• Strategic Wealth Advisors Group LLC
• Hanson Mcclain LP
• Springer Investment Management Inc
• Lucas Group Financial Planners Inc
• AF Advisors Inc
• David L Bonuccelli & Associates Inc
• TATE Wealth Management
• BOYD Wealth Management LLC
• Towerpoint Wealth LLC

• FDx Advisors, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison
• FDx Advisors, Inc. Q3 2022 vs. Q4 2022: A Look at the Changing Trends in Stock Holdings