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AXIOM FINANCIAL STRATEGIES GROUP, LLC
NEW ALBANY, IN
812-913-7701
SEC #801-117878Total AUM
$404.1M
Employees
9Clients
577Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 W. SPRING STREET
5TH FLOOR
NEW ALBANY
IN 47150
United States
5TH FLOOR
NEW ALBANY
IN 47150
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
812-913-7701
Financials
Total AUM
$404.1M
Accounts
1,382Discretionary
$404M
Accounts
1,375Non-Discretionary
$87.8K
Accounts
7
Clients
Individual Clients
467AUM
$57.8M
HNW Individual Clients
108AUM
$289.9M
Charitable Organization Clients
1AUM
$51.6M
Corporation or Business Clients
1AUM
$4.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILINKYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.