Axiom Investors
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Overview
Axiom Investors is a financial advisory company based in Greenwich, Connecticut. It manages $16.6 billion in assets over 67 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). It has an average-sized group, including 32 financial advisors. Axiom Investors does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like equities, options and bonds.
Axiom Investors administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction choices are made by a portfolio manager without needing to seek the customer's authorization. The advisory firm supervises roughly $247.4 million for each account. The average financial advisor at Axiom Investors manages around two client accounts, placing it among the most personalized financial advisor firms in the country.
The firm's central office is at 33 Benedict Place, 2Nd Floor, Greenwich, Connecticut 6830. The company is registered to provide services to investors across a number of states, including Connecticut, Illinois and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Axiom Investors by the Numbers
$16.6 billion
62
67
$247.4 million
Fee Structure
Fees for financial management vary depending on which services are offered. Fee types charged by the company can include the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Axiom Investors provides services to investment companies, pooled investment vehicles, pension plans and state or municipal government entities. Out of its 67 clients, Axiom Investors's largest client group is pooled investment vehicles. About 36% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Axiom Investors does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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