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 $1,516,521,001 assets under management, offering retirement planning & investment advisory services to 181 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	$1,516,521,001
No. of Clients	181
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	181	$1,516,521,001
Individuals (other than high net worth individuals)	85	$40,008,765
High net worth individuals	58	$257,419,317
Pension and profit sharing plans	25	$783,282,610
Charitable organizations	4	$36,960,519
Corporations or other businesses	Fewer than 5 clients	$1,573,205

More Retirement Planning firms in Indianapolis, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

Explore More Retirement Advisors in Indianapolis, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.