Gary
Shumate
Saxony Capital Management, LLC
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About this Advisor
Gary Shumate is a financial advisor based in Downingtown, Pennsylvania, working with Saxony Capital Management, LLC. Gary has previously held positions at Saxony Securities and Saxony Capital Management. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Gary is part of Saxony Capital Management, LLC, which operates out of Downingtown, Pennsylvania. 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
Gary Shumate Work History
Saxony Securities
Saxony Capital Management
Disclosures
Please visit the SEC profile of Gary Shumate to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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