AXIA ADVISORY

20 E. 91st St
Ste 202
Indianapolis, Indiana 46240
Tel: 317-630-2800

About AXIA ADVISORY

AXIA ADVISORY, formally registered with the SEC as AXIA ADVISORY. The firm was established in 08/11/1992. They have over 1 offices throughout the country.

AXIA ADVISORY is a Indianapolis, Indiana based Financial Planning firm with nearly $1,296,178,638 assets under management, offering retirement planning & investment advisory services to 153 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107571
SEC#	801-42110
Assets Managed by Firm	$1,296,178,638
No. of Clients	153
No. of Advisors	6

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	153	$1,296,178,638
Individuals (other than high net worth individuals)	59	$23,281,106
High net worth individuals	58	$185,076,378
Pension and profit sharing plans	29	$674,636,468
Corporations or other businesses	Fewer than 5 clients	$210,489

Inquire with AXIA ADVISORY

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LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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