AXIOM ADVISORY, LLC
AXIOM ADVISORY, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 131540). Regulatory assets under management: $224.1M.
Registration
- CRD: 131540
- SEC file number: 801-118127
- Type: Registered investment adviser
- Location: 750 B STREET, SUITE 1610, SAN DIEGO, CA, 92101
- Phone: (800) 836-4792
- Latest filing: 2024-02-27
- Regulatory AUM: $224.1M
- Discretionary AUM: $223.9M
- Non-discretionary AUM: $138K
- Clients: 3
- Accounts: 771
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SKOLNICK MICHAEL PAUL | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER; OWNER | — |
| Skolnick Vena | OWNER | — |
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