Axim Planning & Wealth
Axim Planning & Wealth (CRD# 319618) is a financial advisory firm headquartered in Springboro, OH. They manage $129,314,000 in 504 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management129MILLION
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Total Number of Accounts504ACCOUNTS
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Average Account Value$256,575
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, OH, SC, TX
Luong Pham (CRD# 2830422) is an Investment Advisor Representative working at Axim Planning & Wealth in Springboro, OH and has over 27 years of experience in the finance industry.
Matthew Jadwisiak (CRD# 7192881) is an Investment Advisor Representative working at Axim Planning & Wealth in Springboro, OH and has over 4 years of experience in the finance industry.
Bret Loftis (CRD# 7789632) is an Investment Advisor Representative working at Axim Planning & Wealth in Springboro, OH and has 1 year of experience in the finance industry.