Overview
Assets Under Management: $214 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 181
Average Client Assets: $974,853
Frequently Asked Questions
AXIOM INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141516), AXIOM INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
AXIOM INVESTMENT MANAGEMENT LLC is headquartered in NEW YORK, NY.
AXIOM INVESTMENT MANAGEMENT LLC serves 181 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, AXIOM INVESTMENT MANAGEMENT LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AXIOM INVESTMENT MANAGEMENT LLC manages $214 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, AXIOM INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 181
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.52
Average High-Net-Worth Client Assets: $974,853
Total Client Accounts: 199
Discretionary Accounts: 199
Regulatory Filings
CRD Number: 141516
Last Filing Date: 2024-03-27 00:00:00
Website: https://axiomcapital.com