AXIA ADVISORY - Financial Advisor in Indiana, Indianapolis

Tel: 317-630-2800 20 E. 91st St Ste 202 Indianapolis, Indiana 46240

About AXIA ADVISORY

AXIA ADVISORY is a Indianapolis, Indiana based financial advisory firm with nearly $1,516,521,001 in assets under management and provides investment advisory services for 181 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

107571

Firm SEC#:

801-42110

Assets Under Management:

$1,516,521,001

No. of Clients:

181

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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