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

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