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AXIOM FINANCIAL STRATEGIES GROUP, LLC
AXIOM FINANCIAL STRATEGIES GROUP, LLC
NEW ALBANY, Indiana
·
3 registered advisors
·
CRD# 306618
SEC# 801-117878
0
812-913-7701
01
Firm Overview
AUM
$346M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AXIOM FINANCIAL STRATEGIES GROUP, LLC
3 registered advisors
David Vaughan Scott
NEW ALBANY, Indiana
CRD# 3178836
Leah Driver
NEW ALBANY, Indiana
CRD# 7514792
Michael Anthony Grau
NEW ALBANY, Indiana
CRD# 2558374
05
Office Locations
NEW ALBANY, Indiana
3 advisors
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Data sourced from SEC Form ADV filings. AXIOM FINANCIAL STRATEGIES GROUP, LLC (CRD# 306618) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.