Tech stack
No one at Saxon Securities LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
M
Mid Atlantic Trust Company
Per Form ADV · $261M held · filed Mar 2024
U.S. Bank
Per Form ADV · $46M held · filed Mar 2024