AXIOM CPA

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

Firm details

Headquarters
TEMPLE TERRACE, Florida
CRD number
332300
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Axiom CPA operates as a limited liability company focused primarily on accounting services and the selection of other advisers. The firm does not engage in active ESG investing and is classified as unclassified, indicating a broad range of services without a specific focus. Axiom CPA serves as a capital allocator, which suggests a role in managing investment allocations for clients, although it does not have a defined client base listed. The firm’s fee structure is categorized as "other," which may imply a unique approach to how it charges for its services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • SEEMA JAIN

    Founder and Managing PartnerCRD 5811488

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

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Location

Primary office

TEMPLE TERRACE, FL

HILLSBOROUGH

Location

TEMPLE TERRACE, FL

Headquartered in TEMPLE TERRACE, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
13234 Telecom Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth