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Building 2AXIOM ADVISORY, LLC

Map pinSAN DIEGO, CA
Phone(800) 836-4792
NotebookSEC #801-118127
Total AUM
$224.1M
Employees
3
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 B STREET, SUITE 1610
SAN DIEGO
CA 92101
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(800) 836-4792
Other Offices
2

ReceiptFinancials

Total AUM
$224.1M
Accounts
771
Discretionary
$223.9M
Accounts
762
Non-Discretionary
$137.7K
Accounts
9

ContactClients

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Individual Clients
125
AUM
$26M
HNW Individual Clients
137
AUM
$198M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLTX

HandshakeAffiliates

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

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