Overview
Assets Under Management: $298 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,307
Discretionary Accounts: 1,280
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 122692
Filing ID: 2009870
Last Filing Date: 2025-08-15 11:59:00
Website: https://saxonysecurities.com