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AXIOM FOUNDERS FAMILY OFFICE
AXIOM FOUNDERS FAMILY OFFICE, INC.
CRD 313318
7373 E. DOUBLETREE RANCH ROAD, SUITE 170, SCOTTSDALE, AZ, 85258, United States
Phone
480-367-9000
Fax
480-367-9001
Registration
— (—)
Source
State registered
Total AUM
$36.9M
Discretionary AUM
$28.6M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $26.6M |
| Pension/profit sharing plans | 8 | $8.3M |
All web addresses on file
- https://www.linkedin.com/in/thomas-j-marki-cpa-18634125/
- https://www.linkedin.com/in/romanarmando/
- https://www.linkedin.com/company/axiom-financial-resources-inc./
- https://www.axiomcorp.com/
- https://www.facebook.com/axiomfinancialadvisory
- https://www.youtube.com/channel/UCLQJbsJaWneF0i5ee00c6ig
- https://www.instagram.com/armando.g.roman/
- https://www.instagram.com/thomasjmarki_cpa/
- https://www.facebook.com/tom.marki.7/
- https://www.tiktok.com/@family_cfo_scottsdale
Official SEC filing: View on IAPD