Isaiah
Delph
Cx Institutional, LLC
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About this Advisor
Isaiah Delph is a financial advisor based in Auburn, Indiana, working with Cx Institutional, LLC. Isaiah has previously held positions at Frankton Jr/Sr High School, Enterprise Rent A Car, Trine University, Nugent Electric, Ipfw Student Housing, General Motors, Star Financial Bank, and Cx Institutional. Isaiah has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Isaiah 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
Isaiah Delph Work History
Cx Institutional
Star Financial Bank
General Motors
Nugent Electric
Ipfw Student Housing
Enterprise Rent A Car
Trine University
Frankton Jr/Sr High School
Disclosures
Please visit the SEC profile of Isaiah Delph 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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