Axxes Advisors LLC

RIASEC Registered
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 formed as a limited liability company in 2022. The firm identifies its client base as institutional and charges fees based on a percentage of assets under management. It does not describe itself as a capital allocator and reports that it is not an active ESG investor, not a multi‑state adviser, and not a pension consultant. The firm lists portfolio management for investment companies as its advisory activity, and its stated industry affiliations include acting as an investment adviser and as a sponsor of limited partnerships (excluding pooled investment vehicles). Ownership is recorded as a domestic entity and individual combination.

Assets & Accounts

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

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

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