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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2024
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| SKOLNICK, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | NA | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
| MICHAEL AND VENA SKOLNICK FAMILY TRUST | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| SKOLNICK, MICHAEL, PAUL | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
| Skolnick, Vena | I | MICHAEL AND VENA SKOLNICK FAMILY TRUST | D | Control |
Registrations
Federal
IA
Feb 27, 2024 REGISTERED
Notice Filings (4)
CA CO FL TX
Address
750 B STREET, SUITE 1610SAN DIEGO, CA 92101
United States
Phone: (800) 836-4792