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).
Total Assets Under Management30MILLION
Total Number of Accounts292ACCOUNTS
Average Account Value$103,253
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Joshua Pacheco (CRD# 5865407) is an Investment Advisor Representative working at Axis Advisors, LLC in East Providence, RI and has over 6 years of experience in the finance industry.
Daniel Daponte (CRD# 4351051) is an Investment Advisor Representative working at Axis Advisors, LLC in East Providence, RI and has over 16 years of experience in the finance industry.