Saxon Securities LLC

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Assets, Funds, Holdings

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Saxon Securities LLC
CRD #155168
SEC #801-79118
CIK #
AUM $186.8 MM (2024-03-29)
Employees 2 (50% Investors, 0% Brokers)
Phone415-820-5312
Address611 Gateway Boulevard
San Francisco, CA 94080
Source [IAPD] [Website]
Total AUM ($MM)
70056042028014002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 2 2.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 5 14.4
(i) State or municipal government entities 6 15.0
(j) Other investment advisers 6 99.8
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 55.2
(n) Other 0 0.0
Total 182 186.8
By Discretionary
Discretionary 182 186.8
Non-Discretionary 0 0.0
Total 182 186.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 186.8
Total 182 186.8
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FL 0.2
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IL 0.2
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MA 0.2
Bullock Wealth Management Group Inc
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Releve Financial Group LLC
MN 0.2
Premier Estate Planners LLC
MI 0.2
Burkholder & Associates LLC
MD 0.2
Centerpoint Advisory Group LLC
KS 0.2
Robbins Farley LLC
NH 0.2
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