AXOM PARTNERS LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 328894
- Registered since
- May 31, 2024
Firm profile
FINTRXOverview
Axom Partners LLC is a limited liability company that registered with the SEC in 2024. The firm is classified in the data as an investment bank and lists ownership as a combination of a domestic entity and an individual. The record does not include descriptions of its advisory activities, client segments, fee model, or day-to-day business activities. The dataset flags several operational attributes: Axom Partners is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser per the record, and does not show pension consulting or related-adviser designations. No affiliations or third-party activities were provided.
Assets & Accounts
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
Contacts
3 of 14PATRICIA SHAW
Executive DirectorCRD 6094655
Jacob Dwek
AnalystCRD 7909384
SAMUEL BRONSTEIN
PartnerCRD 6359783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 3451 N Triumph Blvd
- Time zone
- MT (UTC-7)
- Office locations
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