|
⚲
|
| Axiom Financial Strategies Group LLC
✚
| |
|---|---|
| CRD # | 306618 |
| SEC # | 801-117878 |
| CIK # | 0001831985 |
| AUM | $346.3 MM (2024-03-13) |
| Employees | 7 (100% Investors, 57% Brokers) |
| Phone | 812-913-7701 |
| Address | 101 W Spring Street, 5th Floor New Albany, IN 47150 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,151 | 165.9 |
| (b) Individuals (high net worth individuals) | 52 | 87.1 |
| (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 | 17 | 1.6 |
| (h) Charitable organizations | 0 | 40.0 |
| (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 | 8 | 6.1 |
| (n) Other | 55 | 45.5 |
| Total | 1,287 | 346.3 |
| By Discretionary | ||
| Discretionary | 1,287 | 346.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,287 | 346.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.3 | |
| Total | 1,287 | 346.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001831985] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
West Wealth Group LLC
✚
|
CA | 0.3 |
|
DLK Investment Management LLC
✚
|
CA | 0.3 |
|
Corepath Wealth Partners LLC
✚
|
AZ | 0.3 |
|
Paradigm Wealth Management LLC
✚
|
OH | 0.3 |
|
Hixon Zuercher LLC
✚
|
OH | 0.3 |
|
Muhlenkamp & Co Inc
✚
|
PA | 0.3 |
|
Whitcomb & Hess Inc
✚
|
OH | 0.3 |
|
Kinetic Investment Management Inc
✚
|
CA | 0.3 |
|
Kerntke Otto McGlone Wealth Management Group
✚
|
WI | 0.3 |
|
Mountain Hill Investment Partners
✚
|
NJ | 0.3 |