Claim Profile
MB

Matthew J Burnham

AUXIN GROUP WEALTH MANAGEMENT, LLC·AKRON, Ohio
Unclaimed Profile
2923 SMITH ROAD, AKRON, OH 44333CRD# 5586452Firm CRD# 226599
01

About

Matthew J Burnham is a registered financial advisor based in AKRON, Ohio, affiliated with AUXIN GROUP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AUXIN GROUP WEALTH MANAGEMENT, LLC
AUXIN GROUP WEALTH MANAGEMENT, LLC
AUM
$257M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEE OFFSET
Regulatory
SEC/IARD CRD# 5586452
Firm CRD# 226599
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AKRON?

Browse all registered financial advisors in AKRON, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew J Burnham offer?
Matthew J Burnham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AKRON, Ohio for a consultation.
What are Matthew J Burnham's credentials?
Matthew J Burnham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew J Burnham located?
Matthew J Burnham is based in AKRON, Ohio, working with AUXIN GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Matthew J Burnham charge for services?
Matthew J Burnham's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee offset. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUXIN GROUP WEALTH MANAGEMENT, LLC?
AUXIN GROUP WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty