AdvisorOS Directory
Claim Profile
LP

Luong Pham

AXIM WEALTH MANAGEMENT LLC·SPRINGBORO, Ohio
Unclaimed Profile
4 SYCAMORE CREEK DRIVE, SPRINGBORO, OH 45066CRD# 2830422Firm CRD# 319618
01

About

Luong Pham is a registered financial advisor based in SPRINGBORO, Ohio, affiliated with AXIM WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AXIM WEALTH MANAGEMENT LLC
AXIM PLANNING & WEALTH
AUM
$129M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AXIM WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2830422
Firm CRD# 319618
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SPRINGBORO?

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

Browse SPRINGBORO AdvisorsAre you this advisor? Claim profile

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 Luong Pham offer?
Luong Pham specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SPRINGBORO, Ohio for a consultation.
What are Luong Pham's credentials?
Luong Pham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luong Pham located?
Luong Pham is based in SPRINGBORO, Ohio, working with AXIM WEALTH MANAGEMENT LLC. Their office serves clients in the SPRINGBORO metropolitan area and surrounding communities.
How does Luong Pham charge for services?
Luong Pham's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXIM WEALTH MANAGEMENT LLC?
AXIM WEALTH MANAGEMENT LLC has approximately 3 employees and manages $129M 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 →
Other advisors in SPRINGBORO
Jeremiah Frank Mccarthy — WEALTH ADVISORS, LLCArvin Maynard Vaughan — FINANCIAL COUNSELING, INC.Stevan Michael Vaughan — FINANCIAL COUNSELING, INC.John William Bach — INVEST CAPITAL PARTNERS, CO.Brad Elliot Kiplinger — KIPLINGER INVESTMENT ADVISORS, LLC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile