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- Custodian
- Assetmark · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Frontier zenith
- Established Date
- 04-05-2021
- Office Locations
- 1
Office Locations
About Axiom Founders Family Office
AXIOM Founders Family Office is a Scottsdale-based multi-family office for founders, entrepreneurs, business owners and high-net-worth families—often around a business sale. The team coordinates investment management, financial and retirement planning, tax and insurance strategy, and exit planning (valuation, succession, M&A) alongside outside experts. Portfolios emphasize long-term preservation and growth across equities, bonds, real estate and fixed indexed annuities. Produces founder exit content via its podcast and local events.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ARMANDO G. ROMAN
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #4414526
- Ownership
- 75% or more
THOMAS JOSEPH MARKI
--
- CRD
- #5408716
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
ARMANDO G. ROMAN
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #4414526
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,582,880 | -- |
| Non-Discretionary | $8,312,545 | -- |
| Total | $36,895,425 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,895,425
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,423,646,194 | 22.4% |
| Equity - Exchange | $997,823,448 | 15.7% |
| Corporate - Investment Grade | $578,356,266 | 9.1% |
| Corporate - Non-Investment Grade | $743,600,914 | 11.7% |
| U.S. Government/Agency | $1,105,868,026 | 17.4% |
| Municipal Bonds | $565,645,139 | 8.9% |
| Public Funds | $578,356,266 | 9.1% |
| Cash | $362,267,112 | 5.7% |
| Total | $6,355,563,365 | 100.0% |