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Axos Clearing LLC

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Omaha
CRD Number 117176
Website axosadvisorservices.com
Client types

Overview

Axos Advisor Services operates as a Registered Investment Adviser (RIA) custodian that specializes in delivering individualized attention, intuitive technology, and knowledgeable consulting support to independent advisors. The firm’s exclusive focus is on helping these independent advisors optimize their practice to better serve their clients, emphasizing client-centered, growth-focused, and independent-minded support. The service offerings include Cash Management Solutions, Retirement Plans, and Investment Solutions for advisors to use with their clients, as well as operational support through its technology platform and consulting. Axos Advisor Services is a trademark of Axos Clearing LLC, which provides back-office services for RIAs and operates as a member of FINRA and SIPC, though neither entity provides investment advice or recommendations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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