SAXON WOODS ADVISORS LLC

2500 Westchester Avenue
Suite 300
Purchase, New York 10577
Tel: 914-251-0880

About SAXON WOODS ADVISORS LLC

SAXON WOODS ADVISORS LLC, formally registered with the SEC as SAXON WOODS ADVISORS LLC. The firm was established in 10/12/1999. They have over 1 offices throughout the country.

SAXON WOODS ADVISORS LLC is a Purchase, New York based Financial Planning firm with nearly $718,620,427 assets under management, offering retirement planning & investment advisory services to 163 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109686
SEC#	801-56910
Assets Managed by Firm	$718,620,427
No. of Clients	163
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	163	$718,620,427
Individuals (other than high net worth individuals)	59	$14,015,764
High net worth individuals	87	$470,227,131
Pension and profit sharing plans	Fewer than 5 clients	$7,443,566
Charitable organizations	14	$226,414,787
Corporations or other businesses	Fewer than 5 clients	$519,179

More Retirement Planning firms in Purchase, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

Explore More Retirement Advisors in Purchase, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.