SAXON SECURITIES LLC
CRD #155168 SEC #801-79118 SAN FRANCISCO, CA 415-820-5312
SEC Registered
Total AUM
$137.2M
Discretionary
$137.2M
Employees
2
Clients
--
Accounts
151
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $137.2M | $137.2M | $0 | 2 | 0 |
| Mar 2024 | $186.8M | $186.8M | $0 | 2 | 0 |
| Mar 2023 | $182.2M | $182.2M | $0 | 3 | 0 |
| Mar 2022 | $349.7M | $349.7M | $0 | 4 | 0 |
| Mar 2021 | $425.7M | $425.7M | $0 | 8 | 0 |
| Jun 2020 | $94M | $94M | $0 | 8 | 0 |
| Apr 2020 | $94M | $94M | $0 | 8 | 0 |
| Mar 2019 | $100.6M | $100.6M | $0 | 8 | 0 |
| Mar 2018 | $120.6M | $120.6M | $0 | 8 | 0 |
| Jun 2017 | $656.5M | $656.5M | $0 | 7 | 11 |
| Apr 2017 | $656.5M | $656.5M | $0 | 7 | 11 |
| Apr 2016 | $619.7M | $619.7M | $0 | 4 | 1 |
| Mar 2016 | $619.7M | $619.7M | $0 | 4 | 1 |
| Mar 2015 | $106.5M | $106.5M | $0 | 3 | 1 |
| Jan 2014 | $143.9M | $143.9M | $0 | 5 | 1 |
DateMar 2025
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$425.7M
Discretionary$425.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2017
Total AUM$656.5M
Discretionary$656.5M
Non-Disc.$0
Employees7
Clients11
DateApr 2017
Total AUM$656.5M
Discretionary$656.5M
Non-Disc.$0
Employees7
Clients11
DateApr 2016
Total AUM$619.7M
Discretionary$619.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$619.7M
Discretionary$619.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2015
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees3
Clients1
DateJan 2014
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees5
Clients1