Overview
Assets Under Management: $290 million
Headquarters: EAST PROVIDENCE, RI
High-Net-Worth Clients: 6
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.31
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 1,585
Discretionary Accounts: 1,585
Regulatory Filings
CRD Number: 167122
Filing ID: 1963113
Last Filing Date: 2025-03-31 13:40:00
Website: https://axiswp.com