Axon Consulting Inc

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
269905
Fee structure
Fixed Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Axon Consulting Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fixed fee structure, which allows for straightforward pricing for clients. While it does not engage in capital allocation or act as a pension consultant, Axon Consulting is dedicated to managing investments tailored to the specific needs of its clientele. The firm does not have a stated interest in ESG investing, and it does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

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

1 of 1
  • Michael Waddell

    Michael Waddell

    PresidentCRD 4018941

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
134 E 64th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth