Axiom Financial Strategies Group, LLC

Axiom Financial Strategies Group, LLC (CRD# 306618) is a financial advisory firm headquartered in New Albany, IN. They manage $346,302,065 in 1,287 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
101 W. Spring Street, 5th Floor, New Albany, IN 47150
https://www.linkedin.com/company/axiominsurancesolutions
By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    1,287
    ACCOUNTS
  • Average Account Value
    $269,077
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, KY, NY, TX

Financial Advisors at Axiom Financial Strategies Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Sarah Black, financial advisor New Albany IN
Sarah Black
CRD#: 5617198
101 W. Spring Street, 5th Floor, New Albany, IN 47150

Sarah Black (CRD# 5617198) is an Investment Advisor Representative working at Axiom Financial Strategies Group, LLC in New Albany, IN and has over 12 years of experience in the finance industry.

2
Gloria Bommarrito, financial advisor New Albany IN
Gloria J. Bommarrito
CRD#: 4188655
101 W. Spring Street, 5th Floor, New Albany, IN 47150

Gloria Bommarrito (CRD# 4188655) is an Investment Advisor Representative working at Axiom Financial Strategies Group, LLC in New Albany, IN and has over 16 years of experience in the finance industry.

3
Michael Grau, financial advisor New Albany IN
Michael A. Grau
CRD#: 2558374
101 W. Spring Street, 5th Floor, New Albany, IN 47150

Michael Grau (CRD# 2558374) is an Investment Advisor Representative working at Axiom Financial Strategies Group, LLC in New Albany, IN and has over 23 years of experience in the finance industry.

4
Rebecca Konkle, financial advisor New Albany IN
Rebecca M. Konkle
CRD#: 5734869
101 W. Spring Street, 5th Floor, New Albany, IN 47150

Rebecca Konkle (CRD# 5734869) is an Investment Advisor Representative working at Axiom Financial Strategies Group, LLC in New Albany, IN and has over 11 years of experience in the finance industry.

5
David Scott, financial advisor New Albany IN
David V. Scott
CRD#: 3178836
101 W. Spring Street, 5th Floor, New Albany, IN 47150

David Scott (CRD# 3178836) is an Investment Advisor Representative working at Axiom Financial Strategies Group, LLC in New Albany, IN and has over 25 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals