Axiom Advisory, LLC
Axiom Advisory, LLC (CRD# 131540) is a financial advisory firm headquartered in San Diego, CA. They manage $224,056,868 in 771 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management224MILLION
-
Total Number of Accounts771ACCOUNTS
-
Average Account Value$290,606
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, TX
Financial Advisors at Axiom Advisory, LLC
1
Michael Skolnick (CRD# 4798638) is an Investment Advisor Representative working at Axiom Advisory, LLC in San Diego, CA and has over 19 years of experience in the finance industry.
2
Sali Haidao (CRD# 6674430) is an Investment Advisor Representative working at Axiom Advisory, LLC in San Diego, CA and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.