Axim Planning & Wealth

Axim Planning & Wealth (CRD# 319618) is a financial advisory firm headquartered in Springboro, OH. They manage $129,314,000 in 504 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4 Sycamore Creek Drive, Springboro, OH 45066
http://www.aximwealth.com
By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $256,575
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, SC, TX

Financial Advisors at Axim Planning & Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Luong Pham, financial advisor Springboro OH
Luong Pham
CRD#: 2830422
4 Sycamore Creek Drive, Springboro, OH 45066

Luong Pham (CRD# 2830422) is an Investment Advisor Representative working at Axim Planning & Wealth in Springboro, OH and has over 27 years of experience in the finance industry.

2
Matthew Jadwisiak, financial advisor Springboro OH
Matthew D. Jadwisiak
CRD#: 7192881
4 Sycamore Creek Drive, Springboro, OH 45066

Matthew Jadwisiak (CRD# 7192881) is an Investment Advisor Representative working at Axim Planning & Wealth in Springboro, OH and has over 4 years of experience in the finance industry.

3
Bret Loftis, financial advisor Springboro OH
Bret D. Loftis
CRD#: 7789632
4 Sycamore Creek Drive, Springboro, OH 45066

Bret Loftis (CRD# 7789632) is an Investment Advisor Representative working at Axim Planning & Wealth in Springboro, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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