Axiom Investment Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 192518
- Website
- www.axiomisllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI50.97%
- Individuals48.64%
- Charitable Organizations0.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Axiom Investment Solutions LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works with both individual/family and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its compensation model combines a percentage-of-AUM fee with the ability to bill hourly for certain services. The firm does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.
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 Equities50%
- US Government Bonds25%
- Investment Grade Corp Bonds10%
- Public Funds/Mutual Funds10%
- State & Local Bonds5%
Contacts
1 of 1
Jonathan Mcsurdy
DirectorCRD 3236154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Tuma Financial, LLC
RIAClarity Financial Design
RIASarasota, FL
Asymmetric Advantage Capital Management, LLC
RIABellevue, WA
Gugle Wealth Advisory
RIAAspire Wealth Management
RIAOverland Park, KS