|
⚲
|
| AXIA Asset Management LLC
✚
|
|
|---|---|
| CRD # | 173148 |
| SEC # | 801-115030 |
| CIK # | |
| AUM | $45.7 MM (2023-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-213-2958 |
| Address | 5 Riverview Pl Hastingsonhudson, NY 10706 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 45.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 45.7 |
| By Discretionary | ||
| Discretionary | 21 | 45.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 45.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.7 | |
| Total | 21 | 45.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aldemar Research Corporation
✚
|
NY | 0.0 |
|
Seraphim Capital Management LLC
✚
|
NY | 0.0 |
|
Rena Advisors LLC
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NY | 0.0 |
|
Chlastawa Allan Frank
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|
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|
Return Advisors Inc
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NY | 0.0 |
|
Shope Financial Planning Inc
✚
|
NY | 0.0 |
|
Minerva Wealth Advisory LLC
✚
|
NY | 0.0 |
|
IQvestment LLC
✚
|
MA | 0.0 |
|
Miano John Christopher
✚
|
NY | 0.0 |
|
Curtis & Bissonette Inc
✚
|
NY | 0.0 |