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Building 2AUXIN GROUP WEALTH MANAGEMENT, LLC

Map pinAKRON, OH
Phone330-237-1030
NotebookSEC #801-118008
Total AUM
$304.2M
Employees
6
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2923 SMITH ROAD
SUITE 202
AKRON
OH 44333
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
330-237-1030

ReceiptFinancials

Total AUM
$304.2M
Accounts
1,091
Discretionary
$272.5M
Accounts
1,050
Non-Discretionary
$31.8M
Accounts
41

ContactClients

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Individual Clients
35
AUM
$55.8M
HNW Individual Clients
97
AUM
$227.5M
Pension/Profit Sharing Plan Clients
14
AUM
$20.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE OFFSET

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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