Axom Partners LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Lehi, Utah
CRD number
328894
Registered since
May 31, 2024

Firm profile

FINTRX

Overview

Axom Partners LLC is organized as a limited liability company and is registered with the SEC as of 2024. In FINTRX data the firm is classified as an investment bank and is listed as a domestic entity with individual ownership. Available records give very little detail about the firm's advisory or operating activities; several standard disclosure fields (business activities, advisory activities, fee structure and client base) are blank in the dataset. The profile also indicates Axom Partners is not identified as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 18
  • Samuel Fleischman

    Samuel Fleischman

    Senior Compliance ProfessionalCRD 1860709

  • Kimberly Ryan

    Kimberly Ryan

    FinOpCRD 4316310

  • Alan Bressers

    Alan Bressers

    Partner, Co-FounderCRD 4974200

Unlock 15 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth