Abhi
Jinwala
Cx Institutional, LLC
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About this Advisor
Abhi Jinwala is a financial advisor based in Auburn, Indiana, working with Cx Institutional, LLC. Abhi has previously held positions at Gordon Food Service, Hobby Lobby, Northrop High School, Purdue Fort Wayne, 3Rivers Fcu, and Cx Institutional, LLC. Abhi has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Abhi is part of Cx Institutional, LLC, which operates out of Auburn, Indiana. The firm has 8 offices and 85 employees. The firm manages assets totaling $2.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Cx Institutional, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,386,979,619
85
8,548
$279,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Abhi Jinwala Work History
Cx Institutional, LLC
3Rivers Fcu
Hobby Lobby
Purdue Fort Wayne
Gordon Food Service
Northrop High School
Disclosures
Please visit the SEC profile of Abhi Jinwala to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cx Institutional, LLC
River Falls, WI
Minneapolis, MN
Auburn, IN
Plano, TX
Auburn, IN
Auburn, IN
Oklahoma City, OK
Plano, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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