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| Happy Holidays!! thanks for using AUM13F!! |
| Saxon Securities LLC
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| CRD # | 155168 |
| SEC # | 801-79118 |
| CIK # | |
| AUM | $137.2 M (2025-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-820-5312 |
| Address | 611 Gateway Boulevard San Francisco, CA 94080 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 13.1 |
| (i) State or municipal government entities | 5 | 15.3 |
| (j) Other investment advisers | 6 | 66.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 42.3 |
| (n) Other | 0 | 0.0 |
| Total | 151 | 137.2 |
| By Discretionary | ||
| Discretionary | 151 | 137.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 151 | 137.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.2 | |
| Total | 151 | 137.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Golden Wealth Management LLC
✚
|
PA | 0.1 |
|
Defined Financial Planning LLC
✚
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CA | 0.1 |
|
Georgia Wealth Partners LLC
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GA | 0.1 |
|
Risk Management Group LLC
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MD | 0.1 |
|
Bellwether Investment Group LLC
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|
TN | 0.1 |
|
Plus Group Wealth Advisors LLC
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|
WI | 0.1 |
|
McAlvany Wealth Management LLC
✚
|
CO | 0.1 |
|
Dedeker Financial LLC
✚
|
MN | 0.1 |
|
BWA LLC
✚
|
CA | 0.1 |
|
Bluebird Wealth Management LLC
✚
|
MA | 0.1 |