Saxon Securities LLC
Saxon Securities LLC (CRD# 155168) is a financial advisory firm headquartered in San Francisco, CA. They manage $186,843,565 in 182 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management187MILLION
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Total Number of Accounts182ACCOUNTS
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Average Account Value$1,026,613
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Saxon Securities LLC
1
Yady Guitana (CRD# 5860234) is an Investment Advisor Representative working at Saxon Securities LLC in San Francisco, CA and has 1 year of experience in the finance industry.
2
Ned Lucia (CRD# 5582090) is an Investment Advisor Representative working at Saxon Securities LLC in San Francisco, CA and has over 13 years of experience in the finance industry.
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