The QI File

Qualified Intermediary

Asset Exchange Company

Asset Exchange Company · Parent: Independent / unpublished · Firm website

FEA membership
FEA unknown
CES® holders
Not published on cited pages
Fidelity bond
Not published on cited pages
E&O / other cover
Not published on cited pages
How funds are held
Segregated
Dual-signature wires
Wire controls unknown
Reverse / improvement / DST
Reverse Yes · Improvement Unknown · DST Unknown
Last sourced
2026-09-15

Fund handling

About: exchange funds are held in FDIC-insured accounts with leading financial institutions and never commingled with company operating funds. Banks are not named. Dual-signature / QEA wire control is not on the pages cited.

Fee structure

Reverse page only: the fee is a bit higher to do a Reverse Exchange (starting at $8,500). Simultaneous and delayed fees are not on the pages cited. About markets transparent pricing without a public dollar card for forward work.

Who it is for

California QI for exchangers who want Asset Exchange Company — public brand AEC / ax1031.com — to hold proceeds in FDIC-insured accounts never commingled with operating funds, and to run simultaneous, delayed, and reverse exchanges (AEC as EAT). Footer on every page opened: Corporate Headquarters 3515 Mt. Diablo Blvd, Suite #95, Lafayette, CA 94549; tel 877.471.1031; fax 877.480.1031. About Company Facts also prints Corporate Headquarters: San Francisco, CA, plus branch offices Los Angeles, San Diego, Las Vegas, Tampa, San Diego (listed twice), Eugene. Both the Lafayette street line and the San Francisco HQ line are on the site; this file does not pick a winner. Founded 2006. Company FEA, CES®, improvement, and DST are not on the pages cited.

Verdict

Lafayette / San Francisco–marketed QI with a usable custody sentence: FDIC-insured accounts at unnamed leading institutions, never commingled with operating funds, plus published reverse (AEC as Exchange Accommodating Titleholder) and a reverse fee starting at $8,500. About also claims substantial E&O and a fidelity bond — without dollars — and an Attorney Guarantee™ that every exchange document is prepared and reviewed by a licensed attorney (firm claim). That is enough to list. Company FEA, named CES® holders, bond/E&O dollars, dual-signature wires, improvement, DST, and a resolved single HQ city are not on the pages opened. The ‘more than 100,000 exchange closings’ line is firm marketing, not a verified count or a QI File rating. Ask for today’s certificates, the live account title, and who can release the wire before a large transfer.

Notes

This is a QI custody file, not a securities offering. The public brand on ax1031.com is Asset Exchange Company (also AEC). An LLC or Inc. suffix is not printed on the homepage, About, Types, Reverse, or FAQ pages opened 2026-09-15 and is not invented here. Asset Exchange Company is the intermediary that would hold exchange proceeds. A Delaware statutory trust is typically a securities offering sold by a sponsor and registered representatives — a different product. Those pages do not publish a DST desk.

About: founded 2006. Footer on every page opened: Corporate Headquarters 3515 Mt. Diablo Blvd, Suite #95, Lafayette, CA 94549. About Company Facts also prints Corporate Headquarters: San Francisco, CA, and branch offices Los Angeles, San Diego, Las Vegas, Tampa, San Diego (repeated), Eugene. Both HQ lines are published. This file does not invent which office is current.

About Funds Security: exchange funds held in FDIC-insured accounts with leading financial institutions and never commingled with company operating funds; substantial Errors & Omissions coverage and a Fidelity Bond. No dollar amounts. Do not invent any.

About Attorney Guarantee™: the firm says it is the only company in the industry that guarantees every exchange document is prepared and reviewed by a licensed attorney. That is a firm claim, not a QI File finding.

Types: simultaneous; delayed; reverse — Asset Exchange Company acts as the Exchange Accommodating Titleholder and temporarily holds title. Reverse page: reverse fee starting at $8,500; contact at least two weeks before the replacement closing. Improvement / build-to-suit is not on the Types page. improvement stays unknown.

About markets more than 100,000 exchange closings since 2006. That is firm marketing, not a verified count and not a rating.

Company FEA and CES® names are not on the pages cited. Ask Asset Exchange Company for today’s bond and E&O certificates, the live account title, and who can release the wire — then read those papers, not this summary.

Sources

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.

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