Axis Advisors, LLC

Axis Advisors, LLC (CRD# 167122) is a financial advisory firm headquartered in East Providence, RI. They manage $30,150,000 in 292 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $103,253
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Axis Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Daponte
CRD#: 4351051
197 Warren Avenue, Suite 203, East Providence, RI 02914
93
Wealthminder
score

Daniel Daponte (CRD# 4351051) is an Investment Advisor Representative working at Axis Advisors, LLC in East Providence, RI and has over 15 years of experience in the finance industry.

2
Joshua S. Pacheco
CRD#: 5865407
197 Warren Avenue, Suite 203, East Providence, RI 02914
90
Wealthminder
score

Joshua Pacheco (CRD# 5865407) is an Investment Advisor Representative working at Axis Advisors, LLC in East Providence, RI and has over 5 years of experience in the finance industry.

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