Overview
Assets Under Management: $214 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 181
Average Client Assets: $974,853
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