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FIRM PROFILE
Overview
IEX SERVICES LLC is located at 3 World Trade Ctr, 175 Greenwich Street 58th Floor, New York, NY 10007 and was first established at New York, Delaware in 01/22/2013. After operating for 13 years, IEX SERVICES LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of IEX SERVICES LLC’s clients are individuals and 0% of their clients are high net worth individuals. IEX SERVICES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at IEX SERVICES LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access IEX SERVICES LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at IEX SERVICES LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for IEX SERVICES LLC Comes From
Understanding the Statistics for IEX SERVICES LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3 World Trade Ctr 175 Greenwich Street 58th Floor, New York, NY, 10007
3 World Trade Ctr 175 Greenwich Street 58th Floor, New York, NY, 10007
Small
(646) 343-2000
Delaware since 01/22/2013
Limited Liability Company
December
FIRM DOCUMENTS
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Advisor's working at IEX SERVICES LLC
William Francis Devin JR
Thomas John Obrien
Jack Robert Dukesherer
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