|
⚲
|
| AXIA Advisory Corp
✚
| |
|---|---|
| CRD # | 107571 |
| SEC # | 801-42110 |
| CIK # | |
| AUM | $1.5 BB (2024-03-15) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 317-630-2800 |
| Address | 20 E 91st St Indianapolis, IN 46240 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 40.0 |
| (b) Individuals (high net worth individuals) | 58 | 257.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 286.5 |
| (g) Pension and profit sharing plans | 25 | 783.3 |
| (h) Charitable organizations | 4 | 37.0 |
| (i) State or municipal government entities | 8 | 110.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 181 | 1,516.5 |
| By Discretionary | ||
| Discretionary | 138 | 986.1 |
| Non-Discretionary | 43 | 530.4 |
| Total | 181 | 1,516.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1,515.7 | |
| Total | 181 | 1,516.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategiq Financial Group LLC
✚
|
IN | 1.6 |
|
Fiduciary Advisors Inc
✚
|
MO | 1.5 |
|
Pinnacle Pension Consultants LLC
✚
|
MA | 1.5 |
|
Physician Wealth Advisors Inc
✚
|
UT | 1.5 |
|
Quest Investment Management LLC
✚
|
OR | 1.5 |
|
Hub Investment Advisors Inc
✚
|
NE | 1.5 |
|
Greenwood Capital Associates LLC
✚
|
SC | 1.5 |
|
Ellenbecker Investment Group Inc
✚
|
WI | 1.5 |
|
Bankers Life Advisory Services Inc
✚
|
IL | 1.5 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.5 |