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SAXON SECURITIES LLC
611 Gateway Boulevard
Suite 120 #1003
San Francisco, California 94080
Tel: 415-820-5312
About SAXON SECURITIES LLC
SAXON SECURITIES LLC, formally registered with the SEC as SAXON SECURITIES LLC. The firm was established in 01/28/2014. They have over 1 offices throughout the country.
SAXON SECURITIES LLC is a San Francisco, California based Financial Planning firm with nearly $186,843,565 assets under management, offering retirement planning & investment advisory services to 182 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155168 |
| SEC# | 801-79118 |
| Assets Managed by Firm | $186,843,565 |
| No. of Clients | 182 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 182 | $186,843,565 |
| High net worth individuals | 2 | $2,426,496 |
| Charitable organizations | 5 | $14,423,488 |
| Other investment advisers | 6 | $99,814,196 |
| Corporations or other businesses | 4 | $55,151,895 |
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