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Saxon Securities LLC
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CRD # | 155168 |
SEC # | 801-79118 |
CIK # | |
AUM | $186.8 MM (2024-03-29) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 415-820-5312 |
Address | 611 Gateway Boulevard San Francisco, CA 94080 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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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The Wealth Coach LLC
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|
TX | 0.2 |
Cerasus Advisors Inc
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FL | 0.2 |
Redmont Wealth Advisors LLC
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IL | 0.2 |
Cape Ann Capital Inc
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MA | 0.2 |
Bullock Wealth Management Group Inc
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IN | 0.2 |
Releve Financial Group LLC
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MN | 0.2 |
Premier Estate Planners LLC
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|
MI | 0.2 |
Burkholder & Associates LLC
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|
MD | 0.2 |
Centerpoint Advisory Group LLC
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|
KS | 0.2 |
Robbins Farley LLC
✚
|
NH | 0.2 |