SAXON INTERESTS, INC.

SAXON FINANCIAL GROUP
HOUSTON, Texas·2 registered advisors·CRD# 311687
SEC# 801-1202830713-425-5340
01

Firm Overview

AUM
$535M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAXON INTERESTS, INC.

2 registered advisors
Jaclyn Beasley Gilbert
HOUSTON, Texas
Richard Allan Saxon
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
2 advisors

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Data sourced from SEC Form ADV filings. SAXON INTERESTS, INC. (CRD# 311687) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.