Investment adviser · CRD 119558
ONYX WEALTH ADVISORS, INC.
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Nov 8, 2013
- Regulatory AUM
- $122M Form ADV · Item 5.F
- Client accounts
- 1,308 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 8, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Market timing
Compensation
Percentage of assets · Hourly · Fixed
Principal office
15660 N. DALLAS PARKWAY, SUITE 700DALLAS, TX, 75248, United States
CRD 119558
Filing source
Form ADV 765598 · Nov 8, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.