Axia Asset Management, LLC

RIASEC RegisteredEst. 2019
Total AUM
$71.1M
Discretionary
$71.1M
100% of AUM
Avg account
$3M
Accounts
24
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
173148
Registered since
April 18, 2019
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Axia Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2019. The firm provides fee-based portfolio management primarily for individual and family clients and small businesses. Its business model is percentage-of-AUM billing and the adviser does not characterize itself as an ESG-focused manager, pension consultant, or related adviser. Axia’s owner type is listed as individual and the firm reports advisory activity concentrated on discretionary portfolio management rather than broad institutional capital-allocation services. The firm also maintains an industry affiliation as a real estate broker, which can inform how it sources or evaluates property-related investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 36%, Public Funds/Mutual Funds 30%, Private Funds 25%, Non-Exchange Traded Equities 5%, Cash & Cash Equivalents 3%, US Government Bonds 1%36%
  • Exchange Traded Equities36%
  • Public Funds/Mutual Funds30%
  • Private Funds25%
  • Non-Exchange Traded Equities5%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Pouria Dehgan

    Owner, PresidentCRD 4791585

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth