Lynn
Griffard
Saxony Capital Management, LLC
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About this Advisor
Lynn Griffard is a financial advisor who works out of Saint Louis, Missouri who has 15 years of relevant experience. Griffard is currently employed by Saxony Capital Management, LLC. Throughout their career, Griffard has worked at Saxony Capital Management, LLC, Saxony Securities Inc and Patrick Capital Markets, LLC. Griffard holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Saxony Capital Management, LLC is an advisory business operating out of Saint Louis, MO. It has offices in 22 locations and a total of seven advisors. It manages $163 million in total assets across its 540 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 540 accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in investable assets. Saxony Capital Management, LLC 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 depend on the services offered. However, fee types charged by Saxony Capital Management, LLC likely include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$163,089,052
7
540
$302,017
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
Lynn Griffard Work History
Lynn has been registered as a financial advisor for 15 years.*
Saxony Capital Management, LLC
Saxony Securities Inc
Patrick Capital Markets, LLC
*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 Lynn Griffard 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
Chesterfield, MO
Suttons Bay, MI
Hamilton, OH
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Hebron, CT
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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