Axiom Founders Family Office
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 313318
- Website
- www.axiomcorp.com
- Custodians
- ASSETMARK TRUST CO., EMPOWER RETIREMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.04%
- Pension & Profit Sharing Plans22.53%
- Individuals5.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Axiom Founders Family Office is a corporate, independent registered investment advisory serving a mix of individuals/families and institutional clients. The firm operates as a capital allocator and presents itself as a family office-style advisor, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-assets, hourly billing, and fixed-fee engagements. The firm lists an insurance company among its industry affiliations. It does not identify as an active ESG investor and appears to operate on a single-state basis, with regulatory registration tied to Arizona.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities40%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds17%
- US Government Bonds6%
- Non-Investment Grade Corp Bonds6%
Owners & executives
1 of 1
Armando Roman
Founder and CEOCRD 4414526
Contacts
1 of 1
Thomas Marki
Operations ManagerCRD 5408716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 7373 E Doubletree Ranch Rd
- Time zone
- MT (UTC-7)
- Office locations
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