Richard
Griffard
Saxony Capital Management, LLC
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About this Advisor
Richard Griffard is a financial advisor working out of Saint Louis, Missouri who has 19 years of relevant experience. Griffard is an advisor for Saxony Capital Management, LLC. The advisor has gained experience at Saxony Securities, Inc, Saxony Insurance LLC, Saxony Capital Management, LLC and Rudis Capital Management. Griffard has a Series 63 license, designating them as a securities broker, and is approved to operate in California and Missouri. Saxony Capital Management, LLC is a firm that has its headquarters in Saint Louis, MO. The company has offices in 22 locations and a total of seven employees. It has $163 million in total assets across its 540 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 540 client accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory 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 for financial advisory services typically are based on which service is offered. However, fees billed by Saxony Capital Management, LLC most likely consist of any blend of 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
Richard Griffard Work History
Richard has been registered as a financial advisor for 19 years.*
Saxony Insurance LLC
Saxony Capital Management, LLC
Saxony Securities, Inc
Rudis Capital Management
*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 Richard 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
Hamilton, OH
Suttons Bay, MI
Chesterfield, MO
Saint Louis, MO
Saint Louis, MO
Hebron, CT
Saint Louis, MO
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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