Poseidon Asset Management, LLC

Poseidon Asset Management, LLC (CRD# 169449) is a financial advisory firm headquartered in , . They manage $7,090,465 in 73 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $97,130
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
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.

CA, RI

Financial Advisors at Poseidon Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Morgan Paxhia
CRD#: 5395880
San Francisco, CA
93
Wealthminder
score

Morgan Paxhia (CRD# 5395880) is an Investment Advisor Representative working at Poseidon Asset Management, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

2
Emily L. Paxhia
CRD#: 6263601
San Francisco, CA
89
Wealthminder
score

Emily Paxhia (CRD# 6263601) is an Investment Advisor Representative working at Poseidon Asset Management, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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