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AXIM PLANNING & WEALTH

Tel: 937-291-2060
4 Sycamore Creek Drive
Springboro, Ohio  45066

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AXIM PLANNING & WEALTH

AXIM PLANNING & WEALTH is a Springboro, Ohio based financial advisory firm with nearly $129,314,000 in assets under management and provides investment advisory services for 504 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Firm CRD#:

319618

SEC#:

801-124695

No. of Clients:

504

Assets under Management

$129,314,000

No. of Advisors:

3

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