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AXIS WEALTH PARTNERS, LLC
Tel: 401-441-5111
400 Massasoit Avenue Suite 112
East Providence, Rhode Island 02914
AXIS WEALTH PARTNERS, LLC
AXIS WEALTH PARTNERS, LLC is a East Providence, Rhode Island based financial advisory firm with nearly $242,084,505 in assets under management and provides investment advisory services for 1479 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
167122
SEC#:
801-120324
No. of Clients:
1479
Assets under Management
$242,084,505
No. of Advisors:
9
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