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Axxes Advisors LLC

● SEC registered since 2022CRD 318039SEC# 801-126433Coral Gables, FL
Export (members)
Reg. AUM
$100K
Employees
16
Accounts
1
Location
Coral Gables, FL

Axxes Advisors LLC assets under management

Axxes Advisors LLC is a registered investment adviser overseen by the SEC based in Coral Gables, FL. The firm has been registered since 2022. It reports $100,000 in regulatory assets under management and employs 16 people.

Axxes Advisors LLC owners & executives

14 reported
NameTitleOwnershipSince
Adam Lawrence KaplanChief Administrative OfficerUnder 5%2022
Axxes Capital Inc. ControlMemberOver 75%2021
Axxes Fund Solutions LLC ControlMemberOver 75%2023
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Frequently asked questions

How much does Axxes Advisors LLC manage?

Axxes Advisors LLC reports $100,000 in regulatory assets under management on its Form ADV.

How many employees does Axxes Advisors LLC have?

Axxes Advisors LLC reports 16 employees.

Where is Axxes Advisors LLC located?

Axxes Advisors LLC is based in Coral Gables, FL and has been SEC-registered since 2022.

Does Axxes Advisors LLC disclose fund performance?

Axxes Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3011 Ponce de Leon Blvd, Suite 1420, Coral Gables, FL 33134
Phone800-684-1006
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$100K
Total (RAUM)$100K