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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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