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AXIO WEALTH MANAGEMENT, INC.
AXIO WEALTH MANAGEMENT, INC.
WEST COLUMBIA, South Carolina
·
3 registered advisors
·
CRD# 306982
SEC# 801-117968
0
803-354-5015
01
Firm Overview
AUM
$657K
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Other: PERCENTAGE OF ADVISED ASSETS
03
Specialties
Investment Management
Wealth Management
04
Advisors at AXIO WEALTH MANAGEMENT, INC.
3 registered advisors
Joe Harvey Giltner
WEST COLUMBIA, South Carolina
CRD# 6117093
Susan Diane Diehl
WEST COLUMBIA, South Carolina
CRD# 7210452
Yvonne Vanderhoff Kepler
WEST COLUMBIA, South Carolina
CRD# 7210446
05
Office Locations
WEST COLUMBIA, South Carolina
3 advisors
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Data sourced from SEC Form ADV filings. AXIO WEALTH MANAGEMENT, INC. (CRD# 306982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.