AXIS WEALTH PARTNERS, LLC
Tel: 401-441-5111 400 Massasoit Avenue Suite 112 East Providence, Rhode Island 02914
About AXIS WEALTH PARTNERS, LLC
AXIS WEALTH PARTNERS, LLC is a East Providence, Rhode Island based financial advisory firm with nearly $242,084,505 in assets under management and provides investment advisory services for 1479 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
167122
Firm SEC#:
801-120324
Assets Under Management:
$242,084,505
No. of Clients:
1479
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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