Patrick
Hogan
Saxony Capital Management, LLC
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About this Advisor
Patrick Hogan is a financial advisor working in Hamilton, Ohio who has 10 years of relevant experience. Hogan is on the advisory team at Saxony Capital Management, LLC. Hogan has gained experience at Patrick Financial Corporation and Saxony Securities Inc. Hogan maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to advise clients in Ohio and Texas. Saxony Capital Management, LLC is a business that has its headquarters in Saint Louis, MO. It has offices in 22 locations and a total of seven people on staff. It administers $163 million in assets between its 540 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises one charitable organizations. Of its 540 accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm performs 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. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Saxony Capital Management, LLC can consist 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
Patrick Hogan Work History
Patrick has been registered as a financial advisor for 10 years.*
Saxony Securities Inc
Patrick Financial Corporation
*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 Patrick Hogan 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
Hamilton, OH
Chesterfield, MO
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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