A
$51.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-22-2015
- Office Locations
- 1
Office Locations
-- Doylestown PA
About Axiom Investment Solutions LLC
Axiom Investment Solutions LLC is a fee-only, conflict-free RIA based in Pennsylvania providing transparent investment management and financial planning. Portfolios emphasize ETFs alongside high-quality fixed income (U.S. government and investment-grade bonds) within an asset-allocation and risk-management framework. Works with individuals including entrepreneurs and can custody assets at Schwab or LPL.
Team overview
45 AVG AGE
$51.4M AVG AUM / ADVISOR
$694.6K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JONATHAN PAUL MCSURDY
Chief Compliance Officer, Director, Managing Member
- CRD
- #3236154
- Ownership
- 75% or more
Available
Available
Available
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
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $51,400,000 | -- |
| Total | $51,400,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing