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AXIA ADVISORY
INDIANAPOLIS, IN
317-630-2800
SEC #801-42110Total AUM
$1.9B
Employees
4Clients
129Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20 E. 91ST ST
STE 202
INDIANAPOLIS
IN 46240
United States
STE 202
INDIANAPOLIS
IN 46240
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
317-630-2800
Financials
Total AUM
$1.9B
Accounts
128Discretionary
$1B
Accounts
75Non-Discretionary
$850M
Accounts
53
Clients
Individual Clients
51AUM
$17.3M
HNW Individual Clients
40AUM
$174.1M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
1AUM
$318.8M
Pension/Profit Sharing Plan Clients
22AUM
$1B
Charitable Organization Clients
1AUM
$48.7M
Government Entity Clients
9AUM
$312.7M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$1.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLINOH
Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.