AXIOM FINANCIAL STRATEGIES GROUP, LLC

101 W. Spring Street, 5th Floor
New Albany, Indiana 47150
Tel: 812-913-7701

About AXIOM FINANCIAL STRATEGIES GROUP, LLC

AXIOM FINANCIAL STRATEGIES GROUP, LLC, formally registered with the SEC as AXIOM FINANCIAL STRATEGIES GROUP, LLC. The firm was established in 01/02/2020. They have over 1 offices throughout the country.

AXIOM FINANCIAL STRATEGIES GROUP, LLC is a New Albany, Indiana based Financial Planning firm with nearly $346,302,065 assets under management, offering retirement planning & investment advisory services to 1287 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306618
SEC#	801-117878
Assets Managed by Firm	$346,302,065
No. of Clients	1287
No. of Advisors	7

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 businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1287	$346,302,065
Individuals (other than high net worth individuals)	1151	$165,867,582
High net worth individuals	52	$87,139,635
Pension and profit sharing plans	17	$1,627,480
Charitable organizations	Fewer than 5 clients	$40,017,652
Corporations or other businesses	8	$6,146,215

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