Michael
Skolnick
Axiom Advisory, LLC
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About this Advisor
Michael Skolnick is a financial advisor operating in San Diego, California with 13 years of industry experience. Skolnick is on the advisory team at Axiom Advisory, LLC. Throughout their career, Skolnick has worked at Insulation Specialties, Inc, Axiom Advisory, LLC and Axiom Advisory Services. Skolnick maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Axiom Advisory, LLC is a financial advisory business operating out of San Diego, CA. The firm has offices in two locations and just two employees. It controls $179 million in assets under management across its 681 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 681 client accounts, 52% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Axiom Advisory, LLC provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice vary depending on which services the firm provides the client. Fee types billed by Axiom Advisory, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axiom Advisory, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$178,795,820
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2
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681
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$262,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Skolnick Work History
Michael has been registered as a financial advisor for 13 years.*
Axiom Advisory, LLC
Axiom Advisory Services
Insulation Specialties, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Skolnick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Axiom Advisory, LLC
San Diego, CA
San Diego, CA
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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