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Chief Executive Officer · IDX Advisors

Andrew M. Swan

CRD 6339977 · Named on Form ADV at one SEC-registered adviser

At a glance

IDX Advisors, an SEC-registered asset manager based in Scottsdale, AZ with $128 million in regulatory assets, lists Andrew M. Swan on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

  • IDX AdvisorsChief Executive OfficerAsset manager · Scottsdale, AZ · $128M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.