Bruce
Bandemer

Axa Advisors, LLC

CRD#4042335
Investment Advisor
in Carlsbad, CA
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About this Advisor

Bruce Bandemer is an investment advisor whose office is in Carlsbad, California. Currently an investment advisor at Axa Advisors, LLC, Bandemer has a notable 30 years of work experience as a financial advisor. Bandemer maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Bandemer is able to serve investors based out of California, South Carolina, Colorado and Florida. Their career trajectory has included roles at Axa Advisors, LLC and Bruce H. Bandemer, Cpa. Axa Advisors, LLC is headquartered in Carlsbad, California, and has 844 offices in the nation. As an advisory firm, Axa Advisors, LLC manages $15 billion in assets across 52,116 accounts and retains more than 5,774 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 8,811 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 34% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Axa Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2720 Jefferson Street
Carlsbad, CA 92008

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$14,671,064,923

CA Average: $7,464,549,021
Total Number of Employees

5,930

CA Average: 88
Total Number of Accounts

53,005

CA Average: 3,892
Average Account Size

$276,786

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bruce Bandemer Work History

Bruce has 30 years of experience.

2005 - Present (14 years)

Axa Advisors, LLC

1988 - Present (31 years)

Bruce H. Bandemer, Cpa

Disclosures

Bruce Bandemer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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