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

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
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MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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