1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SAXON SECURITIES LLC

Map pinSAN FRANCISCO, CA
Phone415-820-5312
NotebookSEC #801-79118
Total AUM
$94.6M
Employees
2
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
611 GATEWAY BOULEVARD
SUITE 120 #1003
SAN FRANCISCO
CA 94080
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
415-820-5312

ReceiptFinancials

Total AUM
$94.6M
Accounts
25
Discretionary
$94.6M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
1
AUM
$15.6K
Charitable Organization Clients
7
AUM
$13.3M
Government Entity Clients
5
AUM
$15.8M
Investment Advisor Clients
7
AUM
$29.4M
Corporation or Business Clients
5
AUM
$36.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account