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AXIS FINANCIAL, LLC
CRD 137720
204 WEST MAIN STREET, ODON, IN, 47562, United States
Phone
812-636-2222
Fax
812-671-9017
Registration
— (—)
Source
State registered
Total AUM
$10.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY REFERRAL FEES AND ASSET BASED FEE
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersFINANCIAL ANALYSIS AND INVESTMENT RECOMMENDATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $2.8M |
| High net worth individuals | 5 | $7.0M |
| Charitable organizations | 1 | $730K |
Official SEC filing: View on IAPD