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AXXCESS WEALTH MANAGEMENT, LLC

Tel: (858) 217-5347
6005 Hidden Valley Road
Suite 290
Carlsbad, California  92011

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AXXCESS WEALTH MANAGEMENT, LLC

AXXCESS WEALTH MANAGEMENT, LLC is a Carlsbad, California based financial advisory firm with nearly $6,470,763,788 in assets under management and provides investment advisory services for 24090 clients. There are currently 78 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm CRD#:

164081

SEC#:

801-76763

No. of Clients:

24090

Assets under Management

$6,470,763,788

No. of Advisors:

78

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