AXIOM ADVISORY, LLC
CRD #131540 SEC #801-118127 SAN DIEGO, CA (800) 836-4792
SEC Registered
Total AUM
$224.1M
Discretionary
$223.9M
Employees
3
Clients
1
Accounts
771
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $224.1M | $223.9M | $137.7K | 3 | 3 |
| Sep 2023 | $178.8M | $178.6M | $155.7K | 2 | 2 |
| Feb 2023 | $178.8M | $178.6M | $155.7K | 2 | 2 |
| Nov 2022 | $204.7M | $204.5M | $152K | 3 | 7 |
| Feb 2022 | $204.7M | $204.5M | $152K | 3 | 7 |
| Oct 2021 | $150.4M | $150.2M | $124.2K | 3 | 7 |
| Jul 2021 | $150.4M | $150.2M | $124.2K | 3 | 7 |
| Jan 2021 | $150.4M | $150.2M | $124.2K | 3 | 7 |
| Jul 2020 | $110M | $110M | $0 | 3 | 0 |
| Jun 2020 | $110M | $110M | $0 | 3 | 0 |
| Jan 2020 | $110M | $110M | $0 | 3 | 0 |
DateFeb 2024
Total AUM$224.1M
Discretionary$223.9M
Non-Disc.$137.7K
Employees3
Clients3
DateSep 2023
Total AUM$178.8M
Discretionary$178.6M
Non-Disc.$155.7K
Employees2
Clients2
DateFeb 2023
Total AUM$178.8M
Discretionary$178.6M
Non-Disc.$155.7K
Employees2
Clients2
DateNov 2022
Total AUM$204.7M
Discretionary$204.5M
Non-Disc.$152K
Employees3
Clients7
DateFeb 2022
Total AUM$204.7M
Discretionary$204.5M
Non-Disc.$152K
Employees3
Clients7
DateOct 2021
Total AUM$150.4M
Discretionary$150.2M
Non-Disc.$124.2K
Employees3
Clients7
DateJul 2021
Total AUM$150.4M
Discretionary$150.2M
Non-Disc.$124.2K
Employees3
Clients7
DateJan 2021
Total AUM$150.4M
Discretionary$150.2M
Non-Disc.$124.2K
Employees3
Clients7
DateJul 2020
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees3
Clients0