Axiom Advantage Portfolios LLC
Axiom Advantage Portfolios LLC (CRD# 166505) is a financial advisory firm headquartered in Dallas, TX. They manage $7,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$350,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
James Plumlee (CRD# 1888210) is an Investment Advisor Representative working at Axiom Advantage Portfolios LLC in Dallas, TX and has over 27 years of experience in the finance industry.