Overview
Assets Under Management: $728 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 192
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.43
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 612
Discretionary Accounts: 426
Non-Discretionary Accounts: 186
Regulatory Filings
CRD Number: 145186
Last Filing Date: 2024-03-27 00:00:00
Website: https://axiomasset.com