Philip
Hammer

Saxony Capital Management, LLC

CRD#3151284
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Philip Hammer is a financial advisor based in Fort Lauderdale, Florida who has 11 years of relevant experience. Hammer is an employee of Saxony Capital Management, LLC. They have spent the entirety of their time as a financial advisor at Saxony Capital Management, Llc. Hammer maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Saxony Capital Management, LLC is a registered investment company that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 22 locations and a total of seven financial advisors. It manages $163 million in assets under management across its 540 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 540 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Saxony Capital Management, LLC may include some combination of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

2645 Executive Park Drive Suite 109
Fort Lauderdale, FL 33331

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Saxony Capital Management, LLC Brokerage Details

Total Assets Under Management

$163,089,052

FL Average: $11,469,110,461
Total Number of Employees

7

FL Average: 458
Total Number of Accounts

540

FL Average: 33,415
Average Account Size

$302,017

FL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Philip Hammer Work History

Philip has been registered as a financial advisor for 11 years.*

2010 - Present (14 years)

Saxony Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Philip Hammer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Saxony Capital Management, LLC

Daniel Schmitz
Hamilton, OH
Richard Ackerman
Chesterfield, MO
Mark Aigner
Suttons Bay, MI
Kurt Palos
Saint Louis, MO
Peter Reinecke
Saint Louis, MO
Jason Pueschel
Hebron, CT
John Hederman
Saint Louis, MO
Jonathan Ewanio
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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