Overview
Assets Under Management: $373 million
Headquarters: NEW ALBANY, IN
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,414
Discretionary Accounts: 1,404
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 306618
Filing ID: 1955003
Last Filing Date: 2025-03-12 18:24:00
Website: https://axiomfsg.com