Minglun
Wu

Axa Advisors, LLC

CRD#2176557
Investment Advisor
in Arcadia, CA
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About this Advisor

Minglun Wu is a financial advisor operating out of Arcadia, California, who has been in the advisory business for 19 years. Wu is an employee of Axa Advisors, LLC. They have been employed by Axa Advisors, Llc for their whole career. Wu has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Axa Advisors, LLC is a registered investment firm operating out of Arcadia, California. It has offices in 844 locations and a total of 5,774 employees. It has $15 billion in assets between its 52,116 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 67 charitable organizations. Of its 52,116 customer accounts, 34% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a diverse range of services, such as 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. A financial advisor's fee schedules typically are based on which services are offered. However, fees charged by Axa Advisors, LLC likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

1108 S. Baldwin Ave. Suite 209
Arcadia, CA 91007

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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

Minglun Wu Work History

Minglun has 19 years of experience.

1999 - Present (20 years)

Axa Advisors, LLC

Disclosures

Minglun Wu has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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