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AXIOM ASSET MANAGEMENT
WAYNE, PA
610-688-0050
SEC #801-68405Total AUM
$899.6M
Employees
5Clients
589Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
550 E SWEDESFORD RD
SUITE 110
WAYNE
PA 19087
United States
SUITE 110
WAYNE
PA 19087
United States
Operating Hours
BY APPT ONLY
Monday - Friday
Monday - Friday
Phone
610-688-0050
Financials
Total AUM
$899.6M
Accounts
614Discretionary
$697.5M
Accounts
323Non-Discretionary
$202.1M
Accounts
291
Clients
Individual Clients
354AUM
$800.7M
HNW Individual Clients
225AUM
$92.5M
Pension/Profit Sharing Plan Clients
10AUM
$6.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CACTDCDEFLILLAMAMDNCNJNYPATXVAWA
Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.