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Building 2AXIM PLANNING & WEALTH

Map pinSPRINGBORO, OH
Phone937-291-2060
NotebookSEC #801-124695
Total AUM
$127.2M
Employees
3
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 SYCAMORE CREEK DRIVE
SPRINGBORO
OH 45066
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
937-291-2060
Other Offices
2

ReceiptFinancials

Total AUM
$127.2M
Accounts
678
Discretionary
$118.7M
Accounts
676
Non-Discretionary
$8.5M
Accounts
2

ContactClients

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Individual Clients
252
AUM
$69.5M
HNW Individual Clients
33
AUM
$49.2M
Pension/Profit Sharing Plan Clients
2
AUM
$8.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIDOHSCTXWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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