PD
PD

Pouria Dehgan

4 Years of Experience
Hastings-On-Hudson, NY

Pouria Dehgan is a registered investment advisor at Axia Asset Management, LLC, based in Hastings-On-Hudson, NY, with 4 years of industry experience. Pouria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $71M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$7.9M average
Assets Under Management
$71.1M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hastings-On-Hudson, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Pouria is a partner of XE Partners I, LLC, and XE Partners II, LLC, both involved in real estate investment activities since 2003. He dedicates minimal time to this activity.

Employment History
Current Registrations
Axia Asset Management, LLC
March 2021 - Present · 5 yrs 2 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.