Patrick
Hogan
Saxony Capital Management, LLC
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About this Advisor
Patrick Hogan is a financial advisor based in Hamilton, Ohio, working with Saxony Capital Management, LLC. Patrick has previously held positions at Patrick Financial Corporation and Saxony Securities Inc. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Patrick is part of Saxony Capital Management, LLC, which operates out of Hamilton, Ohio. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$239,289,634
6
1,192
$200,746
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
Saxony Securities Inc
Patrick Financial Corporation
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
Saint Louis, MO
Saint Louis, MO
Branson, MO
Newport Beach, CA
Hebron, CT
Chesterfield, MO
Suttons Bay, MI
Hamilton, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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