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Home > Retirement Planners > ohio > springboro > AXIM PLANNING & WEALTH
AXIM PLANNING & WEALTH
4 Sycamore Creek Drive
Springboro, Ohio 45066
Tel: 937-291-2060
About AXIM PLANNING & WEALTH
AXIM PLANNING & WEALTH, formally registered with the SEC as AXIM PLANNING & WEALTH. The firm was established in 04/21/2022. They have over 2 offices throughout the country.
AXIM PLANNING & WEALTH is a Springboro, Ohio based Financial Planning firm with nearly $129,314,000 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319618 |
| SEC# | 801-124695 |
| Assets Managed by Firm | $129,314,000 |
| No. of Clients | 504 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 504 | $129,314,000 |
| Individuals (other than high net worth individuals) | 181 | $62,166,000 |
| High net worth individuals | 36 | $67,148,000 |
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