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AXIOM ASSET MANAGEMENT
550 E Swedesford Rd
Suite 110
Wayne, Pennsylvania 19087
Tel: 610-688-0050
About AXIOM ASSET MANAGEMENT
AXIOM ASSET MANAGEMENT, formally registered with the SEC as AXIOM ASSET MANAGEMENT. The firm was established in 10/04/2007. They have over 1 offices throughout the country.
AXIOM ASSET MANAGEMENT is a Wayne, Pennsylvania based Financial Planning firm with nearly $728,149,204 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145186 |
| SEC# | 801-68405 |
| Assets Managed by Firm | $728,149,204 |
| No. of Clients | 612 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 612 | $728,149,204 |
| Individuals (other than high net worth individuals) | 422 | $98,708,121 |
| High net worth individuals | 181 | $621,487,345 |
| Pension and profit sharing plans | 9 | $7,953,738 |
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