Robert
Larios
Saxony Capital Management, LLC
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About this Advisor
Robert Larios is a financial advisor who works out of Saint Louis, Missouri with 12 years of relevant experience. Larios works at Saxony Capital Management, LLC. They have spent their entire employment at Saxony Capital Management, Llc. Larios has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Saxony Capital Management, LLC is a financial advisory company that has its headquarters in Saint Louis, MO. The firm has offices in 22 locations and a total of seven financial advisors. It controls $163 million in assets under management among its 540 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 540 accounts, just 11% belong to high-net-worth individuals who have at least $1 million in investable assets. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely are based on the services offered. Fee types charged by Saxony Capital Management, LLC can 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
Robert Larios Work History
Robert has been registered as a financial advisor for 12 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 Robert Larios 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
Suttons Bay, MI
Chesterfield, MO
Hamilton, OH
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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