A
$71.1M Total AUM
$71.1M Disc. AUM
16.4% 3Y CAGR
1 Employees
9 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2019
- Office Locations
- 1
Office Locations
-- Hastings-ON-Hudson NY
About Axia Asset Management, LLC
Axia Asset Management, LLC is a Hastings-ON-Hudson-based RIA. The firm has been operating for 7 years. Managing $71.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$71.1M AVG AUM / ADVISOR
$7.9M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Full visibility includes strategy notes for delta radial vector.
Premium access reveals conviction themes in oak matrix bridge.
Unlock to compare peer behavior around capital crest.
Open the full profile to inspect shifts in peak frontier.
Upgrade to reveal position-level detail across quantum catalyst.
Unlock to compare peer behavior around fusion oak.
Request access to benchmark trends tied to crest.
Premium access reveals conviction themes in ember focus legacy.
Asset Classes
Timber Legacy legacy Prime
Investment Themes
Summit Crest alpha
Investment Vehicles
Ember harbor
Services
Delta ember North meridian Zenith
Owner & Executives
P
POURIA NMN DEHGAN
Chief Compliance Officer, President
- CRD
- #4791585
- Ownership
- 75% or more
(270) 433-6543
signal.alpha@glaciercapital.com
in linkedin.com/in/alpha-optima
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,060,450 | $2,960,852 |
| Non-Discretionary | $0 | -- |
| Total | $71,060,450 | $2,960,852 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $71,060,450
Equity - Exchange:
17.1% Public Funds:
14.1% Private Funds:
17.6% Equity - OTC:
12.4% Cash:
19.9% U.S. Government/Agency:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $274,122,840 | 17.1% |
| Public Funds | $226,031,113 | 14.1% |
| Private Funds | $282,138,127 | 17.6% |
| Equity - OTC | $198,779,135 | 12.4% |
| Cash | $319,008,451 | 19.9% |
| U.S. Government/Agency | $302,977,876 | 18.9% |
| Total | $1,603,057,542 | 100.0% |