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Axiom Financial Strategies Group, Llc
New Albany, Indiana
Axiom Financial Strategies Group, LLC, headquartered in New Albany, IN, is a reputable investment advisory firm serving a diverse clientele. With over 1,100 individual clients and assets under management exceeding $300,773,000, Axiom Financial has established itself as a trusted financial partner. Their commitment to providing tailored solutions has earned them a strong reputation in the industry.
As a registered representative of a broker-dealer, Axiom Financial offers comprehensive investment advisory services. They excel in managing assets from employer 401Ks and individuals, boasting extensive expertise in this domain. Remark...see more
Assets Under Mgmt
$300.77M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
Reviews for Axiom Financial Strategies Group, Llc
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