Saxon Securities

EST. AUM
$94,631,605

CONTACTS
4

CLIENT ACCOUNTS
25

Firm Details

Metro area San Francisco
CRD Number 155168
Website saxonsecurities.com
Client types

Overview

Saxon Securities is an independent investment advisory firm providing wealth management and portfolio management services to individuals and families. The firm delivers customized investment solutions aligned with clients’ financial objectives, risk tolerance, and long-term goals. Its investment approach emphasizes disciplined asset allocation, diversification, and ongoing portfolio oversight within a fiduciary framework.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Saxon Securities

Platform Details

Investment Preferences

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Address

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