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SAXON FINANCIAL GROUP
1177 West Loop S
Suite 1825
Houston, Texas 77027
Tel: 713-425-5340
About SAXON FINANCIAL GROUP
SAXON FINANCIAL GROUP, formally registered with the SEC as SAXON FINANCIAL GROUP. The firm was established in 02/09/2021. They have over 1 offices throughout the country.
SAXON FINANCIAL GROUP is a Houston, Texas based Financial Planning firm with nearly $616,477,568 assets under management, offering retirement planning & investment advisory services to 1713 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311687 |
| SEC# | 801-120283 |
| Assets Managed by Firm | $616,477,568 |
| No. of Clients | 1713 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1713 | $616,477,568 |
| Individuals (other than high net worth individuals) | 371 | $95,348,048 |
| High net worth individuals | 179 | $477,852,433 |
| Pension and profit sharing plans | 7 | $5,736,546 |
| Corporations or other businesses | 13 | $37,540,541 |
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