Michael Axelrod, financial advisor San Diego CA
78 score

Michael Axelrod

CRD Number: 1159149
Current Firm: Private Asset Management Inc.

Michael Axelrod (CRD# 1159149) is an Investment Advisor Representative working at Private Asset Management Inc. in San Diego, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Private Asset Mgmt San Diego, CA Jul 1995 - Current 21
Monterey Financial Services Oceanside, CA Sep 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Investigation
Get Details on the FINRA Advisor Check site
Contact Info for Michael Axelrod
Phone Number: 858-750-4200
Firm Website: http://www.pamgmt.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    771
    MILLIONS
  • Total Number of Accounts
    1,586
    ACCOUNTS
  • Average Account Value
    $486,066
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, IL, NM, NV, NY, TX, WA

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BADGES
78

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