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ALPINE SAXON WOODS
SAXON WOODS ADVISORS LLC
CRD 109686 · SEC 801-56910
2500 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577, United States
Phone
914-251-0880
Fax
914-251-9098
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$669.6M
Discretionary AUM
$669.6M
Team
12 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $12.9M |
| High net worth individuals | 90 | $203.4M |
| Charitable organizations | 17 | $444.3M |
States served
CA, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD