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Building 2SAXONY CAPITAL MANAGEMENT, LLC

Map pinSAINT LOUIS, MO
Phone314-963-9336
NotebookSEC #801-68385
Total AUM
$367.9M
Employees
6
Clients
762

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11152 S TOWNE SQUARE
SAINT LOUIS
MO 63123
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
314-963-9336
Other Offices
18

ReceiptFinancials

Total AUM
$367.9M
Accounts
1,488
Discretionary
$351.4M
Accounts
1,445
Non-Discretionary
$16.4M
Accounts
43

ContactClients

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Individual Clients
659
AUM
$168.1M
HNW Individual Clients
97
AUM
$197.5M
Charitable Organization Clients
1
AUM
$110.5K
Corporation or Business Clients
5
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTFLGAILINKYLAMAMIMNMONCNENHNJNYOHOKORPASCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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