Axiom Wealth Strategies, LLC
Axiom Wealth Strategies, LLC (CRD# 313124) is a financial advisory firm headquartered in Bend, OR. They manage $71,063,563 in 323 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management71MILLION
-
Total Number of Accounts323ACCOUNTS
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Average Account Value$220,011
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, OR, TX
Financial Advisors at Axiom Wealth Strategies, LLC
1
Neal Richards (CRD# 5426580) is an Investment Advisor Representative working at Axiom Wealth Strategies, LLC in Bend, OR and has over 16 years of experience in the finance industry.
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