aximwealthmanagement.com

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

8379 Yankee St, Dayton, Ohio, 45458, Uni...

Phone Number

(937) 291-2060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About aximwealthmanagement.com

Axim Planning & Wealth is an independent and fee-based registered investment advisor that specializes in financial planning, retirement strategies, and investment management. The firm focuses on creating personalized financial roadmaps that align with clients' goals, ensuring a holistic approach to wealth management. Axim serves clients in Dayton, Columbus, Cincinnati, and nationwide, emphasizing clarity, collaboration, and intentional planning. Their mission is to provide fiduciary advice that prioritizes clients' needs and fosters long-term financial independence.Explore more
Popular Searchesaximwealthmanagement.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

aximwealthmanagement.com

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
<$5M
1989
WK
Willis KrumholzChief Investment Officer
<$5M
1-10
Private
-
1995
MC
Michael CoeVice President and CCO
<$5M
1-10
Private
<$5M
2017
MS
Marcus StoltzfusFinancial Advisor & Owner
<$5M
1-10
Private
-
2012
RC
Robert CarlsonManaging Member
<$5M
1-10
Private
-
2004
MH
Mark HavanecOwner, ChFC, CLU, AIF, Financial Consultant
<$5M
1-10
Private
-
2012
EH
Emily HendryVice President, Client Experience
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

aximwealthmanagement.com is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

aximwealthmanagement.com is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about aximwealthmanagement.com.

aximwealthmanagement.com Tech Stack

A closer look at the technologies used by aximwealthmanagement.com

Top Finance Companies

Frequently Asked Questions Regarding aximwealthmanagement.com

What is aximwealthmanagement.com's official website?
aximwealthmanagement.com's official website is www.aximwealthmanagement.com
What is aximwealthmanagement.com's Revenue?
aximwealthmanagement.com's revenue is <$5 Million
What is aximwealthmanagement.com's SIC code?
aximwealthmanagement.com's SIC: 62,628
What is aximwealthmanagement.com's NAICS code?
aximwealthmanagement.com's NAICS: 52,523
How many employees does aximwealthmanagement.com have?
aximwealthmanagement.com has 1-10 employees
What industry does aximwealthmanagement.com belong to?
aximwealthmanagement.com is in the industry of: Finance, Securities Trading
What is aximwealthmanagement.com competition?
aximwealthmanagement.com top competitors include: Carlson Wealth, Point Wealth Advisors, State Street Advisers, Stoltzfus Financial
What technology does aximwealthmanagement.com use?
Some of the popular technologies that aximwealthmanagement.com uses are: Proofpoint, GoDaddy DNS, Amazon Web Hosting
How do I contact aximwealthmanagement.com?
aximwealthmanagement.com contact info: Phone number: (937) 291-2060 Website: www.aximwealthmanagement.com
What does aximwealthmanagement.com do?

Axim Planning & Wealth is an independent and fee-based registered investment advisor that specializes in financial planning, retirement strategies, and investment management. The firm focuses on creating personalized financial roadmaps that align with clients' goals, ensuring a holistic approach to wealth management. Axim serves clients in Dayton,... Columbus, Cincinnati, and nationwide, emphasizing clarity, collaboration, and intentional planning. Their mission is to provide fiduciary advice that prioritizes clients' needs and fosters long-term financial independence.Read More

Is aximwealthmanagement.com a public company?
aximwealthmanagement.com is private company therefore does not currently have an official ticker symbol
See more information about aximwealthmanagement.com

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