The Logix Group, LLC is a large advisory firm based in Cleveland. It manages $32.76 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Ohio.
The Logix Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Logix Group, LLC is $32.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 198% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay The Logix Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where The Logix Group, LLC performs its advisory services is located at 2 Bratenahl Place, Cleveland, OH 44108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 216-249-4119 or by fax 216-249-4118. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.