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Building 2AXIENT INVESTMENT ADVISORS LLC

Map pinHUNTSVILLE, AL
Phone256-980-1723
NotebookSEC #801-134453
Total AUM
$454M
Employees
18
Clients
768

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
403 MADISON ST SE
2ND FL
HUNTSVILLE
AL 35801
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
256-980-1723

ReceiptFinancials

Total AUM
$454M
Accounts
1,135
Discretionary
$454M
Accounts
1,135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
478
AUM
$109.1M
HNW Individual Clients
271
AUM
$327.3M
Pension/Profit Sharing Plan Clients
2
AUM
$8.7M
Charitable Organization Clients
6
AUM
$4.7M
Corporation or Business Clients
11
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOFLGAIAINKYLAMAMNMSNCNEOHSCTNTXVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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