National Retirement Planning Experts

National Coverage
Local Professionals

AXS INVESTMENTS LLC

181 Westchester Ave.
Suite 402
Port Chester, New York 10573
Tel: 833-297-2587

Need a Financial Advisor?
Compare Vetted Advisors

About AXS INVESTMENTS LLC

AXS INVESTMENTS LLC, formally registered with the SEC as AXS INVESTMENTS LLC. The firm was established in 10/04/2019. They have over 1 offices throughout the country.

AXS INVESTMENTS LLC is a Port Chester, New York based Financial Planning firm with nearly $1,315,010,728 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305714
SEC#801-117457
Assets Managed by Firm$1,315,010,728
No. of Clients22
No. of Advisors16

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total22$1,315,010,728

More Retirement Planning firms in Port Chester, New York:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC.
383 Madison Avenue
New York, NY, 10179-0001
$2,549,092,782,514928983167
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
200 West Street
New York, NY, 10282
$1,661,286,615,1541893111305
MORGAN STANLEY
2000 Westchester Avenue
Purchase, NY, 10577-2530
$1,402,425,838,334240578329300
BLACKROCK FINANCIAL MANAGEMENT, INC
50 Hudson Yards
New York, NY, 10001
$1,288,497,806,43921846407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
One Bryant Park
New York, NY, 10036
$1,271,593,679,276291157834934

Explore More Retirement Advisors in Port Chester, New York