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Building 2SAXON FINANCIAL GROUP

Map pinHOUSTON, TX
Phone713-425-5340
NotebookSEC #801-120283
Total AUM
$679.1M
Employees
19
Clients
510

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1177 WEST LOOP S
SUITE 1825
HOUSTON
TX 77027
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
713-425-5340

ReceiptFinancials

Total AUM
$679.1M
Accounts
1,859
Discretionary
$532.7M
Accounts
1,463
Non-Discretionary
$146.4M
Accounts
396

ContactClients

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Individual Clients
314
AUM
$98.1M
HNW Individual Clients
195
AUM
$578.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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