Axxes Advisors LLC

RIASEC RegisteredEst. 2022
Total AUM
$100K
Discretionary
$0
0% of AUM
Avg account
$100K
Accounts
1
Employees
10
Advisory reps
4

Firm details

Headquarters
Coral Gables, Florida
CRD number
318039
Registered since
December 6, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Axxes Advisors LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. The firm is positioned to serve institutional clients and reports its primary advisory activity as portfolio management for investment companies. Its fee model is a percentage of assets under management. The firm does not identify as an active ESG investor, is not a pension consultant, and does not present itself as a capital allocator. Regulatory filings list the firm’s industry affiliation as an investment adviser and sponsor of limited partnerships (excluding pooled investment vehicles).

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Adam Kaplan

    Adam Kaplan

    Chief Administrative OfficerCRD 7794219

  • Joseph Dagrosa

    Joseph Dagrosa

    Chairman & CEOCRD 1543932

  • Gary Bachman

    Gary Bachman

    President, Chief Financial OfficerCRD 4733888

Contacts

1 of 1
  • Lauren LaRoche

    Lauren LaRoche

    Head of Client OperationsCRD 5091376

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3011 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth