Saxon Interests is an investment advisor in Houston with $448.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
760432121
SEC advisor number
801-120283
FINRA CRD number
311687
AUM ?
$448.83 mm
(as of 29 Sep 22)
Accounts
1,383
(as of 29 Sep 22)
Employees
18
(12 investment advisory or research)
Office hours
Monday - Friday, 8:00AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gilbert, Jaclyn, Beasley | Chief Compliance Officer | 01/2021 | < 5% |
Saxon, Richard, Allan | President | 01/2021 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22