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AXIOM INVESTORS
33 Benedict Place, 2nd Floor
Greenwich, Connecticut 06830
Tel: 203-422-8000
About AXIOM INVESTORS
AXIOM INVESTORS, formally registered with the SEC as AXIOM INVESTORS. The firm was established in 07/01/1999. They have over 1 offices throughout the country.
AXIOM INVESTORS is a Greenwich, Connecticut based Financial Planning firm with nearly $20,199,107,873 assets under management, offering retirement planning & investment advisory services to 65 clients. The firm is staffed with 57 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109605 |
| SEC# | 801-56651 |
| Assets Managed by Firm | $20,199,107,873 |
| No. of Clients | 65 |
| No. of Advisors | 57 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 65 | $20,199,107,873 |
| Pension and profit sharing plans | 10 | $6,389,846,115 |
| Charitable organizations | Fewer than 5 clients | $227,164,415 |
| Corporations or other businesses | Fewer than 5 clients | $14,864,084 |
More Retirement Planning firms in Greenwich, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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