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Radix Financial

EST. AUM
$205,080,744

CONTACTS
2

CLIENT ACCOUNTS
121

Firm Details

Metro area Oklahoma City
CRD Number 171159
Website radixfinancial.com
Client types

Overview

Radix Financial, LLC is an SEC Registered Investment Advisor (RIA) firm serving individuals, families, trustees, and non-profit endowment clients across the United States. In partnership, Radix Financial Cayman, LLC is a a wholly owned subsidiary registered as a foreign company within the Cayman Islands and is registered with the Cayman Islands Monetary Authority (CIMA) to serve high-net-worth individuals and trustees.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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