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Neoklis Kypreos

Axion Financial Group LLC

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About Neoklis Kypreos

Neoklis Kypreos is a Registered Investment Advisor Representative with Axion Financial Group LLC. Neoklis is licensed in Delaware and Pennsylvania. Neoklis has been in the industry since January 2011. Neoklis has a Series 65 license. Neoklis Kypreos is also the managing member of Front Gate LLC. Neoklis Kypreos is a member of the Board of Trustees of the Salisbury School Foundation.

Firm Information

Neoklis Kypreos is currently registered with Axion Financial Group LLC. Axion Financial Group LLC is an investment advisor based in California. They advise high-net-worth individuals and individuals other than high-net-worth individuals. They provide financial planning and portfolio management services. The firm has 2 investment advisor representatives and has approximately $48,815,290 in regulatory assets under management.

$48.82M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

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Neoklis Kypreos’s Registration & Firm History

DE

01/13/2015 - Present

Axion Financial Group LLC (BETHANY BEACH DE)

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Licenses & Designations

IA

Issued 12/16/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neoklis Kypreos.
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