Axia Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173148
- Registered since
- April 18, 2019
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Axia Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2019. The firm provides fee-based portfolio management primarily for individual and family clients and small businesses. Its business model is percentage-of-AUM billing and the adviser does not characterize itself as an ESG-focused manager, pension consultant, or related adviser. Axia’s owner type is listed as individual and the firm reports advisory activity concentrated on discretionary portfolio management rather than broad institutional capital-allocation services. The firm also maintains an industry affiliation as a real estate broker, which can inform how it sources or evaluates property-related investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities36%
- Public Funds/Mutual Funds30%
- Private Funds25%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents3%
Contacts
1 of 1Pouria Dehgan
Owner, PresidentCRD 4791585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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