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AXIOM INVESTORS

33 Benedict Place, 2nd Floor
Greenwich, Connecticut 6830
Tel: 203-422-8000

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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 $16,572,658,763 assets under management, offering retirement planning & investment advisory services to 67 clients. The firm is staffed with 62 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109605
SEC#801-56651
Assets Managed by Firm$16,572,658,763
No. of Clients67
No. of Advisors62

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total67$16,572,658,763
Pension and profit sharing plans11$4,042,713,171
Charitable organizationsFewer than 5 clients$131,123,262

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