SAXON WOODS ADVISORS LLC
CRD #109686 SEC #801-56910 PURCHASE, NY 914-251-0880
SEC Registered
Total AUM
$683.4M
Discretionary
$683.4M
Employees
12
Clients
--
Accounts
160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $683.4M | $683.4M | $0 | 12 | 0 |
| Mar 2024 | $718.6M | $718.6M | $0 | 14 | 0 |
| Dec 2023 | $753.5M | $753.5M | $0 | 15 | 0 |
| Mar 2023 | $753.5M | $753.5M | $0 | 15 | 0 |
| Sep 2022 | $1B | $1B | $0 | 17 | 151 |
| Mar 2022 | $1B | $1B | $0 | 17 | 151 |
| Mar 2022 | $1B | $1B | $0 | 17 | 151 |
| Mar 2021 | $927.9M | $927.9M | $0 | 17 | 157 |
| Jun 2020 | $863.6M | $863.6M | $0 | 17 | 157 |
| Jun 2020 | $863.6M | $863.6M | $0 | 17 | 157 |
| May 2020 | $863.6M | $863.6M | $0 | 17 | 157 |
| Dec 2019 | $746.6M | $746.6M | $0 | 27 | 176 |
| Jul 2019 | $746.6M | $746.6M | $0 | 27 | 176 |
| Mar 2019 | $746.6M | $746.6M | $0 | 27 | 176 |
| Jun 2018 | $850.5M | $850.5M | $0 | 27 | 243 |
| Mar 2018 | $850.5M | $850.5M | $0 | 40 | 273 |
| Apr 2017 | $746.8M | $746.8M | $0 | 44 | 200 |
| Mar 2017 | $746.8M | $746.8M | $0 | 44 | 200 |
| Mar 2016 | $729.7M | $729.7M | $0 | 47 | 200 |
| Nov 2015 | $761.7M | $761.7M | $0 | 49 | 200 |
| Mar 2015 | $761.7M | $761.7M | $0 | 49 | 200 |
| Mar 2014 | $720.1M | $720.1M | $0 | 52 | 200 |
| Jul 2013 | $670.6M | $670.6M | $0 | 49 | 200 |
| Mar 2013 | $670.6M | $670.6M | $0 | 49 | 200 |
| Feb 2013 | $585.2M | $585.2M | $0 | 48 | 200 |
| Mar 2012 | $585.2M | $585.2M | $0 | 11 | 200 |
| May 2011 | $693.6M | $693.6M | $0 | -- | -- |
| Mar 2011 | $693.6M | $693.6M | $0 | -- | -- |
| Mar 2011 | $181.3M | $170.1M | $11.2M | -- | -- |
| Mar 2010 | $181.3M | $170.1M | $11.2M | -- | -- |
| Oct 2009 | $182.7M | $178M | $4.7M | -- | -- |
| May 2009 | $182.7M | $178M | $4.7M | -- | -- |
| Apr 2009 | $182.7M | $178M | $4.7M | -- | -- |
| Mar 2009 | $182.7M | $178M | $4.7M | -- | -- |
| Sep 2007 | $589.4M | $587.9M | $1.5M | -- | -- |
| Aug 2007 | $589.4M | $587.9M | $1.5M | -- | -- |
| Aug 2007 | $589.4M | $587.9M | $1.5M | -- | -- |
| Mar 2007 | $589.4M | $587.9M | $1.5M | -- | -- |
| Mar 2006 | $566.7M | $565.1M | $1.6M | -- | -- |
| Mar 2004 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2002 | $577.4M | $369M | $208.4M | 10 | -- |
DateMar 2025
Total AUM$683.4M
Discretionary$683.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$718.6M
Discretionary$718.6M
Non-Disc.$0
Employees14
Clients0
DateDec 2023
Total AUM$753.5M
Discretionary$753.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$753.5M
Discretionary$753.5M
Non-Disc.$0
Employees15
Clients0
DateSep 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients151
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients151
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients151
DateMar 2021
Total AUM$927.9M
Discretionary$927.9M
Non-Disc.$0
Employees17
Clients157
DateJun 2020
Total AUM$863.6M
Discretionary$863.6M
Non-Disc.$0
Employees17
Clients157
DateJun 2020
Total AUM$863.6M
Discretionary$863.6M
Non-Disc.$0
Employees17
Clients157
DateMay 2020
Total AUM$863.6M
Discretionary$863.6M
Non-Disc.$0
Employees17
Clients157
DateDec 2019
Total AUM$746.6M
Discretionary$746.6M
Non-Disc.$0
Employees27
Clients176
DateJul 2019
Total AUM$746.6M
Discretionary$746.6M
Non-Disc.$0
Employees27
Clients176
DateMar 2019
Total AUM$746.6M
Discretionary$746.6M
Non-Disc.$0
Employees27
Clients176
DateJun 2018
Total AUM$850.5M
Discretionary$850.5M
Non-Disc.$0
Employees27
Clients243
DateMar 2018
Total AUM$850.5M
Discretionary$850.5M
Non-Disc.$0
Employees40
Clients273
DateApr 2017
Total AUM$746.8M
Discretionary$746.8M
Non-Disc.$0
Employees44
Clients200
DateMar 2017
Total AUM$746.8M
Discretionary$746.8M
Non-Disc.$0
Employees44
Clients200
DateMar 2016
Total AUM$729.7M
Discretionary$729.7M
Non-Disc.$0
Employees47
Clients200
DateNov 2015
Total AUM$761.7M
Discretionary$761.7M
Non-Disc.$0
Employees49
Clients200
DateMar 2015
Total AUM$761.7M
Discretionary$761.7M
Non-Disc.$0
Employees49
Clients200
DateMar 2014
Total AUM$720.1M
Discretionary$720.1M
Non-Disc.$0
Employees52
Clients200
DateJul 2013
Total AUM$670.6M
Discretionary$670.6M
Non-Disc.$0
Employees49
Clients200
DateMar 2013
Total AUM$670.6M
Discretionary$670.6M
Non-Disc.$0
Employees49
Clients200
DateFeb 2013
Total AUM$585.2M
Discretionary$585.2M
Non-Disc.$0
Employees48
Clients200
DateMar 2012
Total AUM$585.2M
Discretionary$585.2M
Non-Disc.$0
Employees11
Clients200
DateMay 2011
Total AUM$693.6M
Discretionary$693.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$693.6M
Discretionary$693.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$181.3M
Discretionary$170.1M
Non-Disc.$11.2M
Employees--
Clients--
DateMar 2010
Total AUM$181.3M
Discretionary$170.1M
Non-Disc.$11.2M
Employees--
Clients--
DateOct 2009
Total AUM$182.7M
Discretionary$178M
Non-Disc.$4.7M
Employees--
Clients--
DateMay 2009
Total AUM$182.7M
Discretionary$178M
Non-Disc.$4.7M
Employees--
Clients--
DateApr 2009
Total AUM$182.7M
Discretionary$178M
Non-Disc.$4.7M
Employees--
Clients--
DateMar 2009
Total AUM$182.7M
Discretionary$178M
Non-Disc.$4.7M
Employees--
Clients--
DateSep 2007
Total AUM$589.4M
Discretionary$587.9M
Non-Disc.$1.5M
Employees--
Clients--
DateAug 2007
Total AUM$589.4M
Discretionary$587.9M
Non-Disc.$1.5M
Employees--
Clients--
DateAug 2007
Total AUM$589.4M
Discretionary$587.9M
Non-Disc.$1.5M
Employees--
Clients--
DateMar 2007
Total AUM$589.4M
Discretionary$587.9M
Non-Disc.$1.5M
Employees--
Clients--
DateMar 2006
Total AUM$566.7M
Discretionary$565.1M
Non-Disc.$1.6M
Employees--
Clients--
DateMar 2004
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$577.4M
Discretionary$369M
Non-Disc.$208.4M
Employees10
Clients--